Agentforce Listening and Transcription AI Agent for Public Sector
Turn conversations into accurate casework, reports and referrals in minutes.
Field workers and meeting leads can record a conversation once, on a laptop or mobile device and Agentforce transcribes it securely in Salesforce, then drafts the right outputs for your service. Assessment forms, visit notes, case updates, referral letters, meeting minutes and follow up actions. Everything is structured against the case so your team can review, edit and send with confidence.
Why we built this
Assessments and meetings often create long notes and duplicated admin. Social workers and practitioners can spend hours writing and re-typing the same information. Our listening agent removes that duplication, so staff spend more time supporting residents and less time on paperwork.
Who it is for
- Social care teams across children and adults
- Education support and SEND services
- Housing and tenancy support
- Health and community teams
- HR, recruitment and internal meetings
What it does
- Records authorised conversations with clear consent prompts
- Transcribes audio directly into Salesforce
- Extracts key facts like risks, protective factors and actions
- Populates long assessment forms automatically
- Drafts referral letters, reports and emails for review
- Files everything to the right record with audit trail
How it works
- Start a recording from the case, person or meeting record.
- Capture the conversation in person or online.
- Agentforce transcribes, summarises and tags themes.
- Draft outputs are created. Forms are pre-filled. Tasks and next steps are suggested.
- A practitioner reviews and edits. Then sends or submits.
Outcomes and impact
- Save four to six hours of admin per assessment on average
- Reduce duplication and re-keying
- Improve the quality and consistency of records
- Faster referrals and earlier support for families
- Better visibility for managers across teams and time
Inside Salesforce from day one
- Works with Public Sector Solutions case and person records
- Uses your templates, forms and referral pathways
- Full audit trail with version history and approvals
- Role-based access and field-level security
- Works on desktop and mobile for work on the move
Safety and consent
- Clear consent language and reminders
- Automatic redaction of sensitive fields
- Configurable retention and deletion rules
Example journeys
Children and families assessment
A social worker completes a home visit. The conversation is recorded with consent. The agent drafts the assessment, highlights risks and strengths, and prepares a referral letter to education support. The worker reviews and submits the document on the same day.
HR and supervision
A manager records a supervision meeting. The agent creates minutes, action items, and a private summary for the employee record.
What teams say
“It feels like having a diligent note taker who knows our forms and writes in our style. I get to focus on the family and close assessments faster.”
Implementation
Start with a focused service and a small set of templates to suit your needs. We configure forms, outputs and consent language to your needs. Most teams begin with one priority journey and expand from there.
Book a discovery call
Simple per-user pricing with volume discounts. Optional managed service for continuous improvement across prompts, templates and reports.