PK4 AI Agent - Agentforce-powered Time Tracking and Project Management Assistant
Tracks project time, assigns tasks, updates responsibilities, and prioritizes daily work in Agentforce.
PK4 TechPaid
Klient PSA - Project Agent
by Klient Inc.SalesforcePaid
Manage projects in Agentforce through plain-language questions about tasks, time, resources, budgets, and milestones.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYProject Management
UPDATED ON MARKETPLACE
What it does
Klient PSA - Project Agent lets users ask plain-language questions about tasks, timesheets, resources, and projects in Agentforce. It returns daily priorities, deadlines, team workloads, overdue tasks, project budgets, milestones, team sizes, and billable hours. The agent can find tasks across projects, create projects from requirements, and find similar past projects. It also supports project setup by matching new work with similar previous projects.
Key capabilities
from the Salesforce AppExchange listingNatural-language project queries
Users can ask about tasks, timesheets, resources, and projects in plain language.
Workload and allocation checks
The agent shows team workloads and allocation.
Overdue task discovery
The agent surfaces overdue tasks across projects or by team member.
Billable hour lookup
The agent retrieves billable hours for client billing preparation.
Project creation
The agent creates new projects from requirements.
Past project matching
The agent finds similar past projects to use when setting up new work.
Use cases
- A consultant can retrieve billable hours while preparing client billing.
- A project manager can pull high-priority tasks due during the current week when planning a sprint.
- A team onboarding a new project can create it from requirements and locate similar past projects.
Who it's for
Project managers, resource managers, and consultants who work in Salesforce.
How it compares
PK4 AI Agent focuses on assigning tasks, updating responsibilities, tracking team progress, and identifying task owners for reassignment, while Klient PSA - Project Agent also covers project health, billable hours, overdue tasks, project creation, and matching similar past projects. Certinia Project Assistant Agent focuses on project health, milestone monitoring, and resource compliance, while Klient PSA - Project Agent adds natural-language queries across tasks, timesheets, and resources plus project creation and past-project matching.
| Name | Pricing | Deployment | Updated |
|---|---|---|---|
| this plugin | Paid | Cloud | |
| Certinia Project Assistant Agent | Not in catalog | ||
In the catalog
42 plugins in Agentforce · Project Management
Price distribution: 12 free, 7 freemium, 23 paid
Pricing & deployment
Platform
Salesforce
Product
Agentforce
Deployment
Cloud
Pricing
Paid
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What the vendor says
«Klient PSA Project Agent brings conversational AI to project management. Your team tracks tasks, logs time, and juggles resources across multiple projects. Finding information means clicking through records. This agent changes that. Ask a question in plain language. Get the answer in seconds. Check daily priorities …»