Agentic Project Management
TaskRay AI
By TaskRay
- Rating
- Not rated yet
- Reviews
- No reviews yet
- Pricing
- Paid
- From $10 per user per month
- Listed since
- 2025
About Agentic Project Management
AI Powered Project Management for Customer Delivery
TaskRay AI is an agentic project assistant, native to Salesforce and powered by Agentforce, that helps project teams move work forward by taking initiative on everyday project management busywork.
Operating as a trusted work agent inside TaskRay, TaskRay AI turns updates, questions, and inputs into real action. It helps teams onboard customers, employees, and new technology faster while keeping delivery predictable and on track.
Through TaskRay AI Agent Actions, teams can automatically prioritize work, create tasks from meeting notes, summarize project status, balance workloads, and guide time tracking.
The result is less manual effort, fewer follow-ups, and smoother execution at every stage of delivery.
Simply ask natural questions like, “What projects need my attention today?” TaskRay AI responds with prioritized, in-context actions based on real project data, deadlines, and workload.
Native to Salesforce, TaskRay AI is enterprise-grade, operating within existing security, permissions, and governance models. No external systems, no disconnected tools, and no data leaving Salesforce.
Learn more at https://taskray.com/taskray-agentforce.
Highlights
- ✦ Agentic Project Assistant for Project Delivery ✦ TaskRay AI acts as a work agent in Agentforce, helping project managers prioritize work, surface risks, and keep milestones on track using full Salesforce project context.
- ✦ Native to Salesforce, Powered by Agentforce ✦ Built directly on Salesforce, TaskRay AI operates within your existing data, workflows, permissions, and governance. No syncing, no disconnected tools, no partial views.
- ✦ Turn Inputs Into Action ✦ Convert meeting notes, updates, and questions into assigned tasks, prioritized work, and clear project summaries, right where delivery happens.
- ✦ Less Admin, Smarter Delivery ✦ TaskRay AI takes initiative on time-consuming project management tasks like prioritization, staffing suggestions, and follow-ups, so teams stay focused on high-quality delivery.
- ✦ Predictable Delivery, Faster Time to Value ✦ By keeping work moving and dependencies visible, TaskRay AI helps customers reach value sooner, supporting earlier revenue recognition and stronger customer outcomes.
- ✦ Transform Projects into Profits ✦ Faster project delivery reduces costs, speeds up cash flow, and improves your team’s productivity and profitability.
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Pricing
Paid, from $10 per user per month.
| Plan | Price | Billed |
|---|---|---|
| TaskRay Agentforce | $10 per user | Monthly |
Compatibility
- Works with
- Sales Cloud
- Service Cloud
- Experience Cloud
- Requires
- Einstein 1
- Sales Cloud
- Service Cloud
- Experience Cloud
- Salesforce editions
- Enterprise
- Unlimited
- Developer
- Salesforce security review
- Passed on January 23, 2025
- Industries
- Financial Services
- Healthcare & Life Sciences
- High Tech
- Languages
- English