- From AI pilots to production: building agentic systems that perform.
Presented by Edgeverve
Smart, semi‑autonomous AI agents handling complex, real‑time business work is a compelling vision. But moving from impressive pilots to production‑grade impact requires more than clever prompts or proof‑of‑concept demos. It takes clear goals, data‑driven workflows, and an enterprise platform that balances autonomy, governance, observability, and flexibility with hard guardrails from day one.
From pilots to the “operational grey zones”
The next wave of value sits in the connective tissue between applications — those operational grey zones where handoffs, reconciliations, approvals, and data lookups still rely on humans. Assigning agents to these paths means collapsing system boundaries, applying intelligence to context, and re‑imagining processes that were never formally automated. Many pilots stall because they start as lab experiments rather than outcome‑anchored designs tied to production systems, controls, and KPIs.
Start with outcomes, not algorithms. Translate organizational KPIs (cash‑flow, DSO, SLA adherence, compliance hit rates, MTTR, NPS, claims leakage, etc.) into agent goals, then cascade them into single‑agent and multi‑agent objectives. Only after goals are explicit should you select workflows and decompose tasks.
Pick targets, then decompose the work
What does “target” actually mean? In agentic programs, a target is a business outcome and the use case that moves it. For example, “reduce unapplied cash by 20%” target outcome; “cash application and exceptions handling” use case. With the use case in hand, perform persona‑level task decomposition: map the human role (e.g., cash applications analyst, facilities coordinator), enumerate their tasks, and identify which are ripe for agentification (data retrieval, matching, policy checks, decision proposals, transaction initiation).
Delivering on those tasks requires a data‑embedded workflow fabric that can read, write, and reason across enterprise systems while honoring permissions. Data must be AI‑ready, discoverable, governed, labeled where needed, augmented for retrieval (RAG), and policy‑protected for PII, PCI, and regulatory constraints.
Integration goes beyond APIs
APIs are one mode of integration, not the only one. Robust agent execution typically blends:
Stable APIs
with lifecycle management for core systems
Event‑driven triggers
(streams, webhooks, CDC) to react in real time
UI/RPA fallbacks
where APIs don’t exist
Search/RAG connectors
for documents and knowledge bases
Policy management
across tools and actions to enforce entitlements and segregation of duties
The north star is integration reliability — built on idempotency, retries, circuit-breakers, and standardized tool schemas — so agents don’t “hallucinate” actions the enterprise can’t verify.
A quick example: finance and facilities, in production
Inside our organization, we deployed specialized agents in a live CFO environment and in building maintenance. In finance, seven agents interacted with production systems and real accountability structures. Year‑one outcomes included: >3% monthly cash‑flow improvement, 50% productivity gain in affected workflows, 90% faster onboarding, a shift from account‑level handling to function‑level orchestration, and a $32M cash‑flow lift. These results don’t guarantee gains everywhere; they show that designing products can deliver measurable outcomes on a scale.
The four design pillars: Autonomy, governance, observability & evals, flexibility
1) Autonomy: right‑size it to the risk
Autonomy exists on a spectrum. Early efforts often automate well‑bounded tasks; others pursue research/analysis agents; increasingly, teams target mission‑critical transactional agents (payments, vendor onboarding, pricing changes). The rule: match autonomy to risk, and encode the operating mode suggest‑only, propose‑and‑approve, or execute‑with‑rollback per task.
2) Governance: guardrails by design, not as bolt‑ons
Unbounded agents create unacceptable risk. Build guardrails into the plan:
Policy & permissions: tie tools/actions to identity, scopes, and SoD rules.
Human‑in‑the‑loop (HITL): where mission‑critical thresholds are crossed (amount, vendor risk, regulatory exposure).
Agent lifecycle management: versioning, change control, regression gates, approval workflows, and sunsetting.
Third‑party agent orchestration: vet external agents like vendors, capabilities, scopes, logs, SLAs.
Incident and rollback: kill‑switches, safe‑mode, and compensating transactions. This is how you
scale innovation safely while protecting brand, compliance, and customers.
3) Observability & evaluations: trust comes from telemetry
Production agents need the same rigor as any core platform:
Telemetry: capture full execution traces across perception, planning, tool use, action supported by structured logs and replay.
Offline evals: cenario tests, red‑teaming, bias and safety checks, cost/performance benchmarks; baseline vs. challenger comparisons.
Online evals: shadow mode, A/B, canary releases, guardrail breach alerts, human feedback loops.
Explainability & auditability: why was an action taken, which data/tools were used, and who approved.
4) Flexibility: assume volatility, design for swap‑ability
Models, tools, and vendors change fast. Treat agentic capability as platform currency: create an environment where teams can evaluate, select, and swap models/tools without tearing down the build. Use a model router, tool registry, and contract‑first interfaces so upgrades are controlled experiments, not rewrites.
The agent platform fabric: how platformization turns goals into outcomes
A true agentic enterprise requires a platform fabric that transforms goals into outcomes, not a patchwork of isolated pilots. This platform anchors enterprise‑to‑agent KPI cascades, drives task decomposition and multi‑agent planning, and provides governed tooling and data access across APIs, RPA, search, and databases.
It centralizes knowledge and memory through RAG and vector stores, enforces enterprise controls via a policy engine, and manages performance and safety through a unified model layer. It supports robust orchestration of first‑ and third‑party agents with common context, embeds deep observability and evaluation pipelines, and applies disciplined release engineering from sandbox to GA. Finally, it ensures long‑term resilience through lifecycle management versioning, deprecation, incident playbooks, and auditable histories.
Guardrails in action: a BFSI example
Consider payments exception handling in banking — high stakes, regulated, and customer‑visible. An agent proposes a resolution (e.g., auto‑reconcile or escalate) only when:
The transaction falls below risk thresholds; above them, it triggers HITL approval.
All policy checks (KYC/AML, velocity, sanctions) pass.
Observability hooks record rationale, tools invoked, and data used.
Rollback/compensation is defined if downstream failures occur. This pattern generalizes to vendor onboarding, pricing overrides, or claims adjudication — mission‑critical work with explicit safety rails.
Scale beyond pilots
Scaling agentic AI beyond pilots demands disciplined readiness across nine fronts: leaders must clarify which KPIs matter and how agent goals ladder into them, determine which persona tasks are agentified versus remain human‑led, and align each with the right autonomy mode from suggest‑only to propose‑and‑approve to execute‑with‑rollback. They must embed governance guardrails, including HITL points and lifecycle controls; ensure robust observability and evaluation via telemetry, replay, audits, and offline/online tests; and verify data readiness, with governed, policy‑protected, retrieval‑augmented data flows. Integration must be reliable, with API lifecycle management, event triggers, and RPA/other fallbacks. The underlying platform should enable model swap‑ability and orchestration of first‑ and third‑party agents without rebuilding. Finally, measurement must focus on true operational impact cash flow, cycle times, quality, and risk reduction rather than task counts.
The takeaway
Agentic AI is not a shortcut; it’s a new system of work. Enterprises that approach it with platform discipline aligning autonomy with risk, embedding governance and observability, and designing for swap‑ability will convert pilots into production impact. Those that don’t keep accumulating impressive but disconnected demos. The difference isn’t how fast you ship an agent; it’s how deliberately you design the enterprise around it.
N. Shashidar is SVP & Global Head, Product Management at EdgeVerve.
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- Workflow control planes bring order to chaotic enterprise agent systems
Enterprise AI teams are hitting a wall — not because their models can't reason, but because the workflows underneath them were never built for agents. Tasks fail, handoffs break, and the problem compounds as organizations push agents deeper into back-office systems. A new architectural layer is emerging to address it: workflow execution control planes that impose deterministic structure on processes agents are expected to run.
One of the companies bringing this to the forefront is Salesforce, with a new workflow platform that turns back-office workflows into a set of tasks for specialized agents to complete. Users can upload their processes or use one of the set Blueprints provided by Salesforce, and Agentforce Operations will break it down for agents.
Salesforce senior vice president of Product, Sanjna Parulekar, told VentureBeat in an interview that the problem is that many enterprise workflows are not built for agents. “What we’ve observed with customers is that a lot of times, the brokenness in a process is probably in your product requirements document,” Parulekar said. “So when that’s uploaded into a product, it doesn’t quite work. We can optimize it and cut out some things and replace it with an agent.”
Without this control panel layer, enterprises could risk deploying agents that increase cost rather than fix their workflow problems.
Making the workflow work for agents, not just humans
Enterprises deploying agents are learning a costly lesson: Their workflows were designed around human judgment gaps, not machine execution. Processes that evolved through years of workarounds — loosely defined steps, implicit decisions, coordination that depends on individuals knowing what to do next — break when agents are asked to follow them literally.
Even with all of an enterprise’s context at its fingertips, AI systems will have difficulty completing tasks if it is not clear what it’s supposed to do.
Parulekar said her team found that focusing on what makes the process tick and breaking it down into more explicit steps and workflows makes the system more deterministic. Then, when platforms like Agentforce Operations introduce agents, those agents already know their specific tasks.
“It forces companies to rethink their processes and introduces observability into the mix because of the session tracing model in the system,” she said.
Parulekar said human checks can be built into the system, so the process is more transparent.
What makes this approach different from other workflow automation offerings is that it doesn’t rely on agents to decide what to do next; the system does. Unlike more traditional automation tools that route tasks and agents on probabilistic decision-making, this enforces execution on a more pre-defined, deterministic structure.
The problem it introduces
Codifying a workflow doesn't fix a broken one. If a process has flawed steps, encoding it for agents locks in the problem at scale. And once workflows are distributed across agents, the challenge shifts from execution to governance: who owns the process, who validates it, and how it evolves when business conditions change.
It puts the onus on teams to take a hard look at what works for them and what doesn’t.
Organizations need to consider that, along with the execution control plane offered by platforms like Agentforce Operations, someone should be made responsible for task completion and success.
Brandon Metcalf, founder and CEO of workforce orchestration company Asymbl, told VentureBeat in a separate interview that the key to both humans and agents following a workflow is a shared goal.
“You have to understand the goal or the agent or human won’t complete the task successfully,” Metcalf said. “Someone has to manage that outcome that has to be delivered. It can be a person or an agent.”
The bottleneck has moved. As Metcalf framed it, the question is no longer whether agents can reason through a task, it's whether the workflow underneath them is coherent enough to execute. For enterprises that built their processes around human judgment and institutional memory, that's a harder fix than swapping in a smarter model.
- Salesforce turns its entire platform into raw infrastructure for AI agents.
Salesforce on Wednesday unveiled the most ambitious architectural transformation in its 27-year history, introducing "Headless 360" — a sweeping initiative that exposes every capability in its platform as an API, MCP tool, or CLI command so AI agents can operate the entire system without ever opening a browser.
The announcement, made at the company's annual TDX developer conference in San Francisco, ships more than 100 new tools and skills immediately available to developers. It marks a decisive response to the existential question hanging over enterprise software: In a world where AI agents can reason, plan, and execute, does a company still need a CRM with a graphical interface?
Salesforce's answer: No — and that's exactly the point.
"We made a decision two and a half years ago: Rebuild Salesforce for agents," the company said in its announcement. "Instead of burying capabilities behind a UI, expose them so the entire platform will be programmable and accessible from anywhere."
The timing is anything but coincidental. Salesforce finds itself navigating one of the most turbulent periods in enterprise software history — a sector-wide sell-off that has pushed the iShares Expanded Tech-Software Sector ETF down roughly 28% from its September peak. The fear driving the decline: that AI, particularly large language models from Anthropic, OpenAI, and others, could render traditional SaaS business models obsolete.
Jayesh Govindarjan, EVP of Salesforce and one of the key architects behind the Headless 360 initiative, described the announcement as rooted not in marketing theory but in hard-won lessons from deploying agents with thousands of enterprise customers.
"The problem that emerged is the lifecycle of building an agentic system for every one of our customers on any stack, whether it's ours or somebody else's," Govindarjan told VentureBeat in an exclusive interview. "The challenge that they face is very much the software development challenge. How do I build an agent? That's only step one."
More than 100 new tools give coding agents full access to the Salesforce platform for the first time
Salesforce Headless 360 rests on three pillars that collectively represent the company's attempt to redefine what an enterprise platform looks like in the agentic era.
The first pillar — build any way you want — delivers more than 60 new MCP (Model Context Protocol) tools and 30-plus preconfigured coding skills that give external coding agents like Claude Code, Cursor, Codex, and Windsurf complete, live access to a customer's entire Salesforce org, including data, workflows, and business logic. Developers no longer need to work inside Salesforce's own IDE. They can direct AI coding agents from any terminal to build, deploy, and manage Salesforce applications.
Agentforce Vibes 2.0, the company's own native development environment, now includes what it calls an "open agent harness" supporting both the Anthropic agent SDK and the OpenAI agents SDK. As demonstrated during the keynote, developers can choose between Claude Code and OpenAI agents depending on the task, with the harness dynamically adjusting available capabilities based on the selected agent. The environment also adds multi-model support, including Claude Sonnet and GPT-5, along with full org awareness from the start.
A significant technical addition is native React support on the Salesforce platform. During the keynote demo, presenters built a fully functional partner service application using React — not Salesforce's own Lightning framework — that connected to org metadata via GraphQL while inheriting all platform security primitives. This opens up dramatically more expressive front-end possibilities for developers who want complete control over the visual layer.
The second pillar — deploy on any surface — centers on the new Agentforce Experience Layer, which separates what an agent does from how it appears, rendering rich interactive components natively across Slack, mobile apps, Microsoft Teams, ChatGPT, Claude, Gemini, and any client supporting MCP apps. During the keynote, presenters defined an experience once and deployed it across six different surfaces without writing surface-specific code. The philosophical shift is significant: rather than pulling customers into a Salesforce UI, enterprises push branded, interactive agent experiences into whatever workspace their customers already inhabit.
The third pillar — build agents you can trust at scale — introduces an entirely new suite of lifecycle management tools spanning testing, evaluation, experimentation, observation, and orchestration. Agent Script, the company's new domain-specific language for defining agent behavior deterministically, is now generally available and open-sourced. A new Testing Center surfaces logic gaps and policy violations before deployment. Custom Scoring Evals let enterprises define what "good" looks like for their specific use case. And a new A/B Testing API enables running multiple agent versions against real traffic simultaneously.
Why enterprise customers kept breaking their own AI agents — and how Salesforce redesigned its tooling in response
Perhaps the most technically significant — and candid — portion of VentureBeat's interview with Govindarjan addressed the fundamental engineering tension at the heart of enterprise AI: agents are probabilistic systems, but enterprises demand deterministic outcomes.
Govindarjan explained that early Agentforce customers, after getting agents into production through "sheer hard work," discovered a painful reality. "They were afraid to make changes to these agents, because the whole system was brittle," he said. "You make one change and you don't know whether it's going to work 100% of the time. All the testing you did needs to be redone."
This brittleness problem drove the creation of Agent Script, which Govindarjan described as a programming language that "brings together the determinism that's in programming languages with the inherent flexibility in probabilistic systems that LLMs provide." The language functions as a single flat file — versionable, auditable — that defines a state machine governing how an agent behaves. Within that machine, enterprises specify which steps must follow explicit business logic and which can reason freely using LLM capabilities.
Salesforce open-sourced Agent Script this week, and Govindarjan noted that Claude Code can already generate it natively because of its clean documentation. The approach stands in sharp contrast to the "vibe coding" movement gaining traction elsewhere in the industry. As the Wall Street Journal recently reported, some companies are now attempting to vibe-code entire CRM replacements — a trend Salesforce's Headless 360 directly addresses by making its own platform the most agent-friendly substrate available.
Govindarjan described the tooling as a product of Salesforce's own internal practice. "We needed these tools to make our customers successful. Then our FDEs needed them. We hardened them, and then we gave them to our customers," he told VentureBeat. In other words, Salesforce productized its own pain.
Inside the two competing AI agent architectures Salesforce says every enterprise will need
Govindarjan drew a revealing distinction between two fundamentally different agentic architectures emerging in the enterprise — one for customer-facing interactions and one he linked to what he called the "Ralph Wiggum loop."
Customer-facing agents — those deployed to interact with end customers for sales or service — demand tight deterministic control. "Before customers are willing to put these agents in front of their customers, they want to make sure that it follows a certain paradigm — a certain brand set of rules," Govindarjan told VentureBeat. Agent Script encodes these as a static graph — a defined funnel of steps with LLM reasoning embedded within each step.
The "Ralph Wiggum loop," by contrast, represents the opposite end of the spectrum: a dynamic graph that unrolls at runtime, where the agent autonomously decides its next step based on what it learned in the previous step, killing dead-end paths and spawning new ones until the task is complete. This architecture, Govindarjan said, manifests primarily in employee-facing scenarios — developers using coding agents, salespeople running deep research loops, marketers generating campaign materials — where an expert human reviews the output before it ships.
"Ralph Wiggum loops are great for employee-facing because employees are, in essence, experts at something," Govindarjan explained. "Developers are experts at development, salespeople are experts at sales."
The critical technical insight: both architectures run on the same underlying platform and the same graph engine. "This is a dynamic graph. This is a static graph," he said. "It's all a graph underneath." That unified runtime — spanning the spectrum from tightly controlled customer interactions to free-form autonomous loops — may be Salesforce's most important technical bet, sparing enterprises from maintaining separate platforms for different agent modalities.
Salesforce hedges its bets on MCP while opening its ecosystem to every major AI model and tool
Salesforce's embrace of openness at TDX was striking. The platform now integrates with OpenAI, Anthropic, Google Gemini, Meta's LLaMA, and Mistral AI models. The open agent harness supports third-party agent SDKs. MCP tools work from any coding environment. And the new AgentExchange marketplace unifies 10,000 Salesforce apps, 2,600-plus Slack apps, and 1,000-plus Agentforce agents, tools, and MCP servers from partners including Google, Docusign, and Notion, backed by a new $50 million AgentExchange Builders Initiative.
Yet Govindarjan offered a surprisingly candid assessment of MCP itself — the protocol Anthropic created that has become a de facto standard for agent-tool communication.
"To be very honest, not at all sure" that MCP will remain the standard, he told VentureBeat. "When MCP first came along as a protocol, a lot of us engineers felt that it was a wrapper on top of a really well-written CLI — which now it is. A lot of people are saying that maybe CLI is just as good, if not better."
His approach: pragmatic flexibility. "We're not wedded to one or the other. We just use the best, and often we will offer all three. We offer an API, we offer a CLI, we offer an MCP." This hedging explains the "Headless 360" naming itself — rather than betting on a single protocol, Salesforce exposes every capability across all three access patterns, insulating itself against protocol shifts.
Engine, the B2B travel management company featured prominently in the keynote demos, offered a real-world proof point for the open ecosystem approach. The company built its customer service agent, Ava, in 12 days using Agentforce and now handles 50% of customer cases autonomously. Engine runs five agents across customer-facing and employee-facing functions, with Data 360 at the heart of its infrastructure and Slack as its primary workspace. "CSAT goes up, costs to deliver go down. Customers are happier. We're getting them answers faster. What's the trade off? There's no trade off," an Engine executive said during the keynote.
Underpinning all of it is a shift in how Salesforce gets paid. The company is moving from per-seat licensing to consumption-based pricing for Agentforce — a transition Govindarjan described as "a business model change and innovation for us." It's a tacit acknowledgment that when agents, not humans, are doing the work, charging per user no longer makes sense.
Salesforce isn't defending the old model — it's dismantling it and betting the company on what comes next
Govindarjan framed the company's evolution in architectural terms. Salesforce has organized its platform around four layers: a system of context (Data 360), a system of work (Customer 360 apps), a system of agency (Agentforce), and a system of engagement (Slack and other surfaces). Headless 360 opens every layer via programmable endpoints.
"What you saw today, what we're doing now, is we're opening up every single layer, right, with MCP tools, so we can go build the agentic experiences that are needed," Govindarjan told VentureBeat. "I think you're seeing a company transforming itself."
Whether that transformation succeeds will depend on execution across thousands of customer deployments, the staying power of MCP and related protocols, and the fundamental question of whether incumbent enterprise platforms can move fast enough to remain relevant when AI agents can increasingly build new systems from scratch. The software sector's bear market, the financial pressures bearing down on the entire industry, and the breathtaking pace of LLM improvement all conspire to make this one of the highest-stakes bets in enterprise technology.
But there is an irony embedded in Salesforce's predicament that Headless 360 makes explicit. The very AI capabilities that threaten to displace traditional software are the same capabilities that Salesforce now harnesses to rebuild itself. Every coding agent that could theoretically replace a CRM is now, through Headless 360, a coding agent that builds on top of one. The company is not arguing that agents won't change the game. It's arguing that decades of accumulated enterprise data, workflows, trust layers, and institutional logic give it something no coding agent can generate from a blank prompt.
As Benioff declared on CNBC's Mad Money in March: "The software industry is still alive, well and growing." Headless 360 is his company's most forceful attempt to prove him right — by tearing down the walls of the very platform that made Salesforce famous and inviting every agent in the world to walk through the front door.
Parker Harris, Salesforce's co-founder, captured the bet most succinctly in a question he posed last month: "Why should you ever log into Salesforce again?"
If Headless 360 works as designed, the answer is: You shouldn't have to. And that, Salesforce is wagering, is precisely what will keep you paying for it.
