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Agentic Case Processing

A Veryfront template that triages new Salesforce cases with an agentic workforce, on a schedule. For each new case it assigns a category and type from your service taxonomy, names the team that should own it, sets the case Reason and Type fields, and records the verdict as a private case comment with a confidence score.

Architecture Overview

Project layout

.
├── agents/
│   ├── case-triage.ts                    # orchestrator
│   ├── case-ingest.ts                    # fetches the case, redacts PII
│   ├── case-classify.ts                  # classifies against the taxonomy
│   └── case-dispose.ts                   # sets Reason + Type, posts the comment
├── skills/                               # the procedures each agent follows
│   ├── triage-run-loop/SKILL.md
│   ├── case-normalise-redact/SKILL.md
│   ├── case-classification/SKILL.md
│   └── case-comment-writer/SKILL.md
├── knowledge/
│   └── case-triage-taxonomy.md           # the classification + routing spec
├── evals/
│   ├── case-triage.eval.ts
│   ├── case-ingest.eval.ts
│   ├── case-classify.eval.ts
│   ├── case-dispose.eval.ts
│   └── mock-tools.ts
├── schedules/
│   └── triage-new-cases.ts               # runs case-triage every 10 minutes
└── app/
    ├── page.tsx                          # chat UI
    ├── layout.tsx
    ├── markdown-renderer.tsx
    └── api/ag-ui/route.ts                # AG-UI route

Getting started

Install the dependencies and start the app locally.

npm i
npm run dev

Eval

Evaluate the agents using the included mock Salesforce cases and tools.

npm run eval

Deploy to Veryfront Cloud

Deploy the app to Veryfront Cloud to run the case-triage workflow on a schedule.

npm run deploy

Fork this template in Veryfront Studio.

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Agentic Case Processing in Salesforce with Veryfront

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