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Klient Launches PSA Project Agent on Salesforce AgentExchange


Klient Launches PSA Project Agent on Salesforce AgentExchange
  • by: Source Logo
  • |
  • January 21, 2026

Professional services and SaaS organizations face ongoing pressure to accelerate project delivery, maintain accurate billing, optimize resource allocation, and minimize administrative overhead - all while preserving strong client collaboration and quality outcomes. Klient, provider of a modern PSA solution built natively on Salesforce, has launched the Klient PSA - Project Agent on Salesforce AgentExchange, the trusted agentic marketplace integrated with Agentforce.

Quick Intel

  • The Klient PSA - Project Agent is now live on AgentExchange, enabling businesses to discover, try, and deploy trusted AI agents built by Salesforce partners.
  • Designed for hybrid workforces, the agent supports core project delivery use cases including weekly sprint planning, time entry verification, resource allocation review, and rapid project creation from flat data sources like spreadsheets.
  • It combines structured context, historical project data, and AI-driven insights to automate repetitive tasks, allowing delivery teams to prioritize collaboration, decision-making, and client value.
  • The agent operates securely within Salesforce, leveraging Agentforce to augment human efforts with autonomous, intelligent actions while maintaining full oversight and compliance.
  • AgentExchange extends Agentforce by offering rigorously reviewed partner-built agents and templates that accelerate adoption of agentic workflows.
  • This launch aligns with Klient's vision of intelligent PSA that empowers teams to deliver projects faster, smarter, and more profitably inside the Salesforce ecosystem.

"The Klient Project Agent represents our vision of the hybrid workforce — where Human leads and Agent delivers," said Yanick Abraham, CEO of Klient. "By embedding intelligence directly into Salesforce project delivery, we're helping teams make better decisions, faster, while maintaining the human connection that drives successful projects."

"AgentExchange enables customers to seamlessly integrate trusted AI solutions within their workflows," said Brian Landsman, CEO of AppExchange and Global Partnerships at Salesforce. "Now companies can directly tap the expertise of our partner ecosystem to get the right industry-specific solutions like the Klient PSA - Project Agent, so they can build and implement AI agents and be the pioneers transforming their businesses into agentic enterprises."

The Klient PSA - Project Agent empowers project managers, delivery leads, and resource coordinators to shift focus from manual data handling to strategic execution. By automating verification, planning, and initialization processes, it reduces errors, improves utilization visibility, and supports scalable growth for consulting firms and SaaS providers.

 

About Klient

Klient PSA is the modern professional services automation solution built 100% native on Salesforce, helping consulting firms and SaaS businesses deliver projects faster, smarter, and more profitably.

  • AgentforceAI AgentsProject ManagementDigital Transformation
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