← Initiatives
What needs to be decided?
Describe the decision and attach what you have. Entente reads every document.
D1Decision request
D2Current customer-service setup
D3Agentforce overview
D4Sierra call notes
D5Build or hybrid outline
← Initiatives
Choose the approach and investment for an AI agent pilot that changes customer delivery addresses
Owner: Dana, Director of Customer Service Transformation
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Overview
Open points 6
Requests 3
Evidence 5
Decision
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First-year cost must not exceed $200,000, all costs included.
Pilot-ready within 12 weeks of the 2 November start.
Changes addresses only for signed-in customers' unshipped orders.
Hands every other case to a human adviser.
What first-year cost does each option need?
Options in play 4
Extend Service Cloud with Agentforce
Connect Sierra
Build in-house or hybrid
Make no change
TTomásIntegration lead
AAishaDelivery lead
OOwenIdentity and security
RequestEntente to Tomás, approved by Dana
Entente
Can the OrderHub API update the delivery address on orders in scope, and with what limits?
TTomás
In the sandbox it accepts an update on a placed order and rejects it once shipped.
Sandbox test notes
Checking the reply against the conditions
Entente · follow-up
Can OrderHub record every change the agent makes: customer, order, old and new address, and time?
Tomás is replying
TTomás
Yes. The order history logs each change with the old and new address and a timestamp.
Checking the reply against the conditions
Ready for a decisionEvery condition has an answer.
Entente suggests
Extend Service Cloud with AgentforceLowest first-year cost of the three, inside both limits
Cost and timing against the limits $200,000 · 12 weeks
OptionFirst-year costAgainst the limits
Agentforce$160,000Inside both · 8 weeks
Connect Sierra$180,000$20k more, no extra benefit
Build in-house or hybrid$190,000Same capabilities, right at 12 weeks
Your decision
ProceedWith conditionsDeferDecline
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✓
Decision recordedProceed · Dana
5Documents read
3Experts replied
6Points answered