01
Lead Capture Agent
Turn incoming inquiries into structured information.
Put AI to work inside real business processes
AI becomes useful when it can do more than answer a question.
It needs access to the right information, a clear task to perform and defined boundaries for what it can and cannot do.
Megnity helps organizations build AI agents solutions around real workflows, connecting AI with Salesforce, enterprise data and the people responsible for the outcome.
Where to start
Start with a task worth improving
Not every workflow needs an agent.
We begin by looking at where teams spend time on repetitive, information-heavy work and where AI could make the process faster or easier.
That might mean processing an inquiry, reviewing a document, finding information, preparing a response or helping someone decide what to do next.
The business problem comes first.
Context
Give agents the right context
An agent is only as useful as the information it can work with.
We help connect agents with relevant customer, business and enterprise data through Salesforce, Data 360, Databricks and other systems where appropriate. Permissions and access are designed around what each agent actually needs to do.
Explore data engineering and analyticsIn the flow
Build agents into the workflow
An AI agent shouldn’t become another tool people have to remember to use.
We help bring agents into the processes and platforms where work already happens.
With Agentforce, agents can support Salesforce workflows and work alongside sales, service, marketing and Life Sciences teams.
Boundaries
Decide what the agent can do
Some agents may only need to find and organize information.
Others may prepare recommendations, update information or take defined actions within a workflow.
We help establish what an agent can access, what it can do independently and where a person needs to review or approve the next step.
This keeps responsibility clear as automation increases.
Where AI helps
Use AI across information-heavy work
AI agents can support a range of business processes, including:
- P.01
Inquiry processing
Capture and organize information from incoming requests.
Intake - P.02
Document review
Find and summarize relevant information from large documents.
Documents - P.03
Knowledge assistance
Help teams find information across approved sources.
Knowledge - P.04
Workflow support
Prepare information and help move work to the next step.
Workflow - P.05
Customer and employee support
Help answer questions and route requests using the appropriate business context.
Support
The right use case depends on the work your teams are trying to improve.
Life Sciences
Build for Life Sciences
Life Sciences offers valuable opportunities for AI, but it also requires careful decisions about data, access and human oversight.
We design agent workflows around those realities.
That can include supporting commercial teams, HCP engagement, medical information, patient services and other information-heavy processes where AI can reduce manual effort.
Explore AI for Life Sciences
Where it helps
- Commercial teams
- HCP engagement
- Medical information
- Patient services
Accelerators
Start further ahead with accelerators
Megnity has already developed AI accelerators around recurring Life Sciences workflows.
These include:
02
RFQ Response Agent
Help teams process complex RFQs and prepare responses faster.
03
Proposal Review Agent
Make multi-team proposal reviews easier to manage.
04
Price Guidance Agent
Bring more relevant information into pricing decisions.
These provide a working starting point that can be adapted around the organization’s processes, systems and controls.
Human oversight
Keep people in control
More automation doesn’t mean removing people from every decision.
We define where human judgment, review or approval is required and build those points into the workflow. For regulated or sensitive environments, we also consider governance, traceability, validation and appropriate controls as part of delivery.
Explore validation and complianceHow we deliver
From idea to working agent
01
Identify
Find a task where an agent can create practical value.
02
Connect
Determine the information and systems the agent needs.
03
Design
Define what the agent can do and where people remain involved.
04
Build
Create and connect the agent to the workflow.
05
Test
Evaluate its outputs, actions and boundaries.
06
Deploy
Introduce it into the business process with the appropriate controls.
07
Improve
Learn from real usage and continue refining the agent.
The stack
Work across the AI and data stack
Depending on the use case, our agent solutions can bring together:
We choose the combination based on what the agent needs to accomplish.
- Agentforce
- Salesforce
- Data 360
- Databricks
- Claude
- Enterprise applications and data
Contact
Have an AI use case you’re trying to move beyond the demo?
Tell us what you want the agent to do and where the information it needs currently lives.
We’ll help you work out how to turn it into a usable business workflow.
Talk to us