Salesforce Case Triage Agent with OpenCode

Classify per the triage rules and nothing else, and if the case fits nothing, say so plainly and route it to the default. That instruction protects your queue from invented categories, and how well it holds is mostly a function of the model. OpenCode makes that a field you can tune per org.
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Free to start · guided setup · switch agents any time.

Live demo

Watch it work before it's live

Run a staged conversation — no account needed. The agent handles it for real while a simulated world answers its tool calls; nothing touches real accounts, and nothing is actually sent.
Y

Yuki Tanaka

Invoices exported with the wrong tax rate since Friday

Emaily.tanaka@murakami-denki.co.jp

NoteCase opened from the web form. Account Murakami Denki KK, Business plan, contact Yuki Tanaka, Finance Systems Lead, priority set by the customer to Medium, product field Billing, version 5.2. Description: since the update on Friday every invoice we export as CSV shows 8 percent consumption tax instead of 10 percent, while the same invoice in the web view is correct. It affects all 1,200 invoices we exported this morning for the July close and our accounting team has stopped the run. Nothing changed on our side apart from installing the update.

What you'll need

Set up in minutes

Using this template drops you into a guided setup. It asks exactly this, nothing else:

  1. Connect Salesforce

    One sign-in. The agent acts through your account, scoped to what this template uses.

  2. Connect Slack

    One sign-in. The agent acts through your account, scoped to what this template uses.

  3. Triage rules

    How you sort cases - your categories and what each one means, which queue or owner takes it, and the exact fields the agent may set at triage with the values it may use. Anything not written here is left for a human.

  4. Escalation criteria

    The cases that need a person immediately and a Slack ping - the severity, account tier, product areas, or wording that qualifies, and who should see them.

  5. Runs on OpenCode

    Preselected for this page — connect your OpenCode account during setup, or switch to NoClick's built-in models with one click.

  6. Watch it handle a test run

    A staged conversation against a simulated world — then it’s live.

A considered pairing

Why OpenCode for this agent

No invented categories

A model that would rather guess than admit a gap creates a queue nobody trusts. Test this behaviour whenever you swap models.

Tune per case volume

High-volume support teams can trade model strength against run count deliberately, since the workflow itself does not change.

Good to know

Before you fork

What should I check before trusting a model here?

Run Vague Case, where the whole description is that it says error when I try to log in. Correct output classifies conservatively, admits the cause is unknown, and lists the exact questions the agent should ask. A model that diagnoses an authentication bug from that sentence will do the same on real cases.

Other editions

Run it with a different agent

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Make it yours

Put Salesforce Case Triage Agent to work on OpenCode.

Free to start. Guided setup, a staged test run, and a workflow you can change at every step.