Connected service · 01
CX Platform & Strategy
Unify customer data, journeys and teams.
TECHSOITStart a conversationAI-enabled technology & growth
Transform customer experience. Accelerate what’s next.
Techso connects CX platform strategy across Salesforce and Zoho with Workday, digital growth, healthcare IT, mobile development and enterprise automation.
Intelligent possibilities.Our approach
Technology expertise
Salesforce
Google Cloud
Semrushservicenow
Workday
Informatica
DatadogSix connected service areas
Expertise that moves
your business forward.
Start with the impact you want. Explore the skills and AI-enabled workflows that help deliver it.
Connected service · 02
Digital Growth
Turn attention into qualified demand.
Connected service · 03
Healthcare IT
Simplify the journey around care.
Connected service · 04
AI & Automation
Turn repetitive work into intelligent flow.
Connected service · 05
Workday
Help people and operations perform.
Connected service · 06
Mobile Development
Put essential work within reach.
Salesforce, built around the customer
One trusted platform.
Experiences people want to use.
Headless journeys and agentic workflows—connected to trusted CRM data.
Salesforce Headless Enterprise Architecture
Custom experiences connected to governed CRM and enterprise services.
System ofexperience
Web, mobile & partner experiences
React appsSales companionsCustomer portals
Any experienceCustomerEmployeePartner
System oforchestration
API gateway & application services
AuthenticationRoutingRate limitsMonitoring
Any APIRESTEventsGoverned access
System ofwork
Salesforce CRM & enterprise applications
SalesServiceERPWorkdayZohoAPI apps
Any appSalesforceEnterprise apps
System ofcontext
CRM, Google Cloud & enterprise data
CRM recordsCustomer dataAnalyticsReal-time signals
Any dataData lakeWarehouse
Trust layerSSO / OAuth · Least privilege · API controls · Audit · Data ownership
Delivery fabricMuleSoftAPI servicesEventsObservabilityCI/CD
Illustrative deployment pattern. System selection, APIs and access depend on enterprise architecture, supported interfaces and licensing.
One experience.
Every system.
Custom web and mobile journeys, powered by Salesforce and governed enterprise APIs.
ExperienceJourneys built for the task
ConnectCRM, ERP and data in one view
GovernIdentity and access by design
ScaleReusable APIs, faster releases
In actionMobile sales cockpit Accounts, orders and insight—one action-ready view.
Salesforce Agentic Enterprise Architecture
A layered view of engagement, agency, work and trusted context.
System ofengagement
Digital workspaces & channels
Web & mobileMessagingEmployee workspaceAnalytics
Any workspaceCollaborationDigital channels
System ofagency
Agentforce customer & employee agents
ReasoningTopicsActionsOrchestrationHuman handoff
Any agentSupported APIsGoverned tools
System ofwork
Customer 360 & enterprise workflows
SalesServiceMarketingHealthcareWorkdayZoho
Any appSalesforceEnterprise appsAPI services
System ofcontext
Data 360 & grounded enterprise context
CRM recordsKnowledgeData CloudReal-time data
Any dataData lakeWarehouse
Trust layerPermissions · Guardrails · Evaluation · Audit · Human oversight
Model servicesSalesforce modelsOpenAIAnthropicGeminiApproved models
Techso reference design, not a packaged Salesforce product. Connections, models and tools depend on supported interfaces, configuration and licensing.
Agents that understand.
Actions that deliver.
Grounded AI agents that reason, act and hand off across your enterprise.
GroundTrusted data and knowledge
ActFlow, Apex and API actions
ControlGuardrails and evaluation
EscalateHuman handoff with context
In actionAI service agent Answers, order status and smart escalation—in one conversation.
Start with the right use case.We map the journey, data, controls and fastest path to value.
Illustrative solution case study
A connected, AI-enabled contact center.
Salesforce gives service teams customer context and guided workflows. Amazon Connect provides cloud contact-center channels and AWS intelligence. The native integration brings both into one agent experience.
Salesforce AI-Infused Contact Center
Service Cloud + Amazon Connect intelligence in one service architecture.
System ofengagement
Customer channels
VoiceChatSMSMessaging
Any channelInboundOutbound
System ofrouting
Amazon Connect & AWS intelligence
Contact flowsRoutingContact LensAmazon Q / Lex
AWS cloudConnectAnalyticsAI services
System ofservice
Salesforce Service Cloud & Agentforce
Service ConsoleCustomer 360KnowledgeAgent AssistCasesWorkflows
Any service appCRMEnterprise apps
System ofintegration
Native Salesforce–Amazon Connect integration
Service Cloud VoiceInteraction recordUnified workspace
Native connectorVoiceCRM context
System ofcontext
Customer, knowledge & interaction data
Customer 360TranscriptsKnowledgeQuality signals
Any dataCRMContact analytics
Trust layerIdentity · Consent · Recording controls · Permissions · Audit · Human escalation
AI servicesSalesforce AIContact LensAmazon Q / LexBedrock*Governed APIs
Optional agent extension: Agentforce and Amazon Bedrock agents may coordinate through governed APIs and events where justified.
Exact features depend on Salesforce and AWS editions, region, configuration and licensing. Bedrock agent integration is a custom extension, separate from the native contact-center connector.
Service Cloud + Amazon Connect
Intelligence on both sides.
One service experience.
A customer interaction enters Amazon Connect and is routed to the right queue. The native integration presents the interaction inside Salesforce, where the agent can use customer history, knowledge and service workflows without switching systems.
Customer impactMore consistent experiences across voice and digital channels.
Agent impactCustomer context, interaction intelligence and guided resolution in one workspace.
Operations impactContact analytics and CRM outcomes can support quality, coaching and process improvement.
AI opportunityUse Agentforce and AWS AI for summaries, knowledge support, analytics and specialized governed tasks.
Representative flow
- 01
Understand and routeAmazon Connect handles the interaction and applies configured contact flows.
- 02
Surface customer contextThe native integration opens the service experience in Salesforce.
- 03
Assist the service teamAWS and Salesforce intelligence support transcription, analytics, knowledge and next steps according to configuration.
- 04
Resolve and learnService outcomes, quality signals and analytics inform continuous improvement.
AI, applied with purpose
Intelligence woven into everything we build.
How we work
From an important problem to a working capability.
Our teams combine advisory thinking with hands-on delivery. We make the business case clear, design for adoption and stay accountable through launch and improvement.
Meet the founders- 01 · FrameDefine the outcome, users, constraints and measures of success.
- 02 · DesignShape the experience, architecture, data and delivery roadmap.
- 03 · BuildDeliver in focused increments with users and stakeholders involved.
- 04 · ImproveMeasure adoption and business impact, then optimize what matters.
Why Techso
Big-firm thinking.
Founder-level attention.
Practical governance
Clear ownership, transparent decisions and delivery discipline from day one.
Innovation that earns its place
We apply AI where it creates measurable value—not where it merely creates noise.
Industry-aware delivery
Technology shaped around customer, clinician, employee and regulatory realities.
Let’s build the next capability
Bring us the problem that matters.
We’ll help you clarify the opportunity, find the right starting point and move from intent to impact.
contact@techsoit.com