Klient PSA
Project Agent
By Klient Inc.
- Rating
- Not rated yet
- Reviews
- No reviews yet
- Pricing
- Paid
- From $500 per 100k flex credit per year
- Listed since
- 2026
About Klient PSA
Ask your projects a question. Get answers instantly.
Klient PSA Project Agent brings conversational AI to project management. Your team tracks tasks, logs time, and juggles resources across multiple projects. Finding information means clicking through records. This agent changes that. Ask a question in plain language. Get the answer in seconds.
Check daily priorities. Review team workloads. Spot overdue tasks before they become problems. See project health at a glance—budget, milestones, and team size. Need to prep for billing? Ask for billable hours. Planning a sprint? Pull high-priority tasks due this week. Onboarding a new project? Create it from requirements and find similar past projects to use as templates.
Built for project managers, resource managers, and consultants who live in Salesforce. No training required. Just ask.
Highlights
- Ask about tasks, timesheets, and resources in plain language
- See daily priorities and deadlines in one response
- Check team workloads and allocation instantly
- Surface overdue tasks across projects or by team member
- Review project health—budget variance, milestones, team size
- Pull billable hours for client billing preparation
- Find tasks by name across all projects
- Create new projects from requirements
- Match new projects to similar past work for faster setup
Screenshots
Image 1 of 9
Pricing
Paid, from $500 per 100k flex credit per year.
| Plan | Price | Billed |
|---|---|---|
| POC Bundle | $500 per 100k flex credit | Yearly |
Compatibility
- Requires
- Einstein 1
- Salesforce editions
- Enterprise
- Unlimited
- Performance
- Developer
- Salesforce security review
- Passed on December 24, 2025
- Industries
- Horizontal Product
- High Tech
- Professional Services
- Languages
- English