PRECURSIVE AI
AI agents to power services-led growth.
Zen is the AI operating layer that runs your services business on top of your PSA.
Zen Agents for:
• Attaching services
• Identifying risk
• Coaching on methodology
• Surfacing new services opportunities
Turning delivery into a growth engine
This is Zen
WORKS WITH ANY PSA
AI AGENTS FOR SERVICES
Zen doesn't wait to be asked.
Zen monitors your entire services business and proactively tells your team what to sell, what's at risk, and where the next opportunity is, so services finally run as a revenue engine.
SERVICES SALES AGENT
Attach more services without slowing down deals.
AEs struggle to pitch and position services. The result: discounts, low attach rates and a handover with the wrong scope. Zen reviews every deal and tells your AE exactly which services to attach and how to position them.
THE COMMERCIAL IMPACT
Higher services attach and bookings. Less discounting. Services stop slowing deals down and start helping you win more.
HANDOVER AGENT
Never start a project on the back foot.
Sales packs six months of context into a thirty-minute handover call. Commitments, risks and scope get lost. Zen reads the deal - calls, notes, emails, opportunity data - and builds a delivery-ready brief automatically, before the kickoff.
THE COMMERCIAL IMPACT
Delivery starts informed. Fewer re-scoping conversations. Time-to-value drops and ARR activates sooner.
SERVICES DELIVERY AGENT
Spot risks, save time and automate updates.
PMs managing five to ten projects will miss things - not because they're not good, but because they're drowning in admin and status updates. Zen watches every project, flags risks before they become problems, automates updates, and surfaces what needs a human decision.
THE COMMERCIAL IMPACT
Faster launches. Fewer escalations that put NRR at risk. Less time on admin - leadership knows what's happening without asking.
METHODOLOGY AGENT
Coach the methodology, deliver outcomes.
Too often execution varies project to project and consultant to consultant. Zen coaches PMs and consultants in real time - checking activities against your methodology, flagging gaps, and guiding the next step before the deviation costs you.
THE COMMERCIAL IMPACT
Consistent quality. Less rework. Customer outcomes improve,
margin holds and time-to-value stays predictable across every team.
SERVICES DEMAND AGENT
Stop missing revenue opportunities.
Opportunities for additional services are spread across support cases, emails, calls and renewal discussions. Nobody outside PS is watching for those signals. Zen watches every account and surfaces the signal to source pipeline for services.
THE COMMERCIAL IMPACT
More pipeline for upsell, expansion and recurring services. Customers who consume more services grow more and NRR improves.
HOW IT WORKS
Zen works with any PSA.
Precursive AI is PSA agnostic. Our Zen Agents run inside your existing environment and reason over context from your PSA, your Salesforce data and your business apps, so you don't need to replace anything to get started.
ALL SALESFORCE DATA
Accounts
Opportunities
Cases
ANY PSA
YOUR BUSINESS APPS
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Insights & Actions
Recommended by Precursive AI
"This project is at risk"
"Here is how to position this service offering"
"There is an opportunity to sell services"
PSA agnostic
Already using Rocketlane, Kantata or Certinia? Zen works alongside your existing PSA. No rip and replace required.
Salesforce-native
Zen runs inside your Salesforce org so your data never leaves your environment and your IT team stays in control.
Live on day one
No lengthy implementation. Zen reads your existing Salesforce data, your PSA and your business apps from day one.
PRECURSIVE MCP
Connect your AI tools directly to Precursive.
The Precursive MCP exposes everything in Precursive to the agentic platform of your choice, from Claude, ChatGPT, Gemini or any MCP-compatible agent. Ask questions, model decisions and take action in plain language.
What makes it different?
The Precursive MCP is purpose-built for services delivery. It's aware of the domain, so your agent reasons like a services operator, not a generic chatbot pointed at a database.
Portfolio-level resource assignment
Pull live capacity and pipeline, then assign and rebalance the team across the whole portfolio against what's actually committed.
EXAMPLE PROMPT:
Load-balance the team against our current commit pipeline
Complete timesheets from your calendar
Let your assistant read your calendar and fill in your Precursive timesheets for you - no more Friday admin!
EXAMPLE PROMPT:
Look at my calendar and complete my timesheets for this week.
What-if analysis
Model the impact on utilisation, margin and capacity before you commit to a change in delivery.
EXAMPLE PROMPT:
What happens to utilization if this project slips two months?
Build your project from a quoting spreadsheet
Drop in a quoting spreadsheet and have the full project and resource plan created in seconds and updated as the quote changes.
EXAMPLE PROMPT:
Build this project from the quoting spreadsheet.
Runs as the connected user · bounded by your Salesforce permissions · your data is never used to train models
ENTERPRISE-GRADE
Precursive AI data privacy & security.
We understand that AI raises important questions about data privacy and security. At Precursive, safeguarding your data is a top priority.
We only work with trusted partners like OpenAI and Microsoft who maintain enterprise-grade security standards.
• Follows your existing Salesforce security permissions and role-based access controls.
• Proactively filters PII and sensitive data from Context Sources and AI.
• Citation of AI-generated insight back to source records.
Concern
Data Ownership
Use for Training
Data Encryption
Data Residency
Security Standards
Access & Control
Data Retention
Our Practice
You own your data
Inputs and outputs will not be used to train models.
AES-256 encryption at rest and TLS 1.2 or higher in transit.
United States & UK/EU Options
Trusted partners operating Enterprise-grade security
Strict access controls; limited access for support only.
Inputs & outputs will only be retained outside of your Salesforce org for up to 30 days.
FAQs.
What is Precursive AI? Precursive AI is a suite of autonomous agents built natively into Salesforce that unify services and GTM data, surface insights, and recommend the next best action without anyone having to ask.
Does Precursive AI work with any PSA? Yes. Precursive AI is PSA-agnostic and Salesforce-native, so it works alongside your existing PSA while pulling in data from Salesforce and your other business apps.
How quickly can we get Precursive AI live? Precursive AI is live on day one. Because it's built inside Salesforce, there's no lengthy implementation before the agents start surfacing insights and actions.
Is Precursive AI secure for enterprise use? Yes. Precursive AI is built to enterprise-grade data privacy and security standards, giving you full visibility into how agents use your data - no black box.
Which agents are available in Precursive AI? Precursive AI includes the Services Sales Agent, Handover Agent, Services Delivery Agent, Methodology Agent, and Services Demand Agent. Each built for a different stage of services-led growth.
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