Success Story

AI Agent Enhancement and Salesforce Platform Support

Zoolatech provided senior engineering expertise to support AI-powered sales applications, improve platform reliability, and enhance operational visibility across Salesforce-based workflows.
82K transcripts
recovered by restoring critical AI workflow data.
Platform reliability
improved through workflow stabilization and issue resolution.
Gusto Case Study 2
Gusto Case Study 2

Technologies

Technologies

Expertise

Expertise
Client Overview

Gusto

Gusto provides cloud-based payroll, HR, and employee benefits software for US businesses. Salesforce supports customer service, benefits operations, CRM workflows, revenue processes, and integrations with upstream business systems.

Industries

HR technology

Headquarters

San Francisco, CA, USA

Company size

3,000+ employees
The Challenge

Scaling AI Systems Created Reliability Risks

AI-powered sales workflows relied on multiple integrations and Salesforce components, making platform reliability and operational visibility increasingly critical.
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AI workflow complexity

Multiple AI agents, orchestration tools, and Salesforce integrations increased operational complexity and troubleshooting effort.
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Limited observability

Engineering teams needed improved monitoring and dashboards to better understand platform health and communicate operational improvements.
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Transcript processing failures

Missing meeting transcripts interrupted downstream AI workflows, reducing the information available for sales representatives.
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Knowledge transfer

Ownership of critical AI agents shifted between engineers, requiring rapid onboarding while maintaining uninterrupted service.
Have a Similar Challenge?
Modernize AI-enabled business platforms with experienced engineering support.
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Why They Chose Us

Senior Engineering Expertise for Complex AI Platforms

Zoolatech demonstrated experience operating large-scale cloud environments, AI integrations, and enterprise engineering workflows.
Tailored AI strategy for each client

Proven AI experience

Zoolatech engineers brought experience implementing AI agents, RAG systems, OpenAI integrations, Anthropic APIs, and enterprise LLM deployments.
Tailored AI strategy for each client

Enterprise platform expertise

Experience with cloud infrastructure, integrations, observability, and Salesforce enabled rapid ownership of critical platform components.
Zoolatech is a senior-heavy engineering firm with Silicon Valley roots and a Miami HQ, specializing in legacy modernization, system re-architecture, and AI deployment to drive long-term, compounding value.

2017

Year Founded

600+

Employees

96%

Client Satisfaction
Workflow

Structured Delivery Approach

The engagement followed a structured, collaborative delivery process focused on reliable execution and continuous improvement.
Phase 1

Discovery and knowledge transfer

Zoolatech engineers onboarded to the existing AI platform and assumed ownership of key AI agents and supporting codebases.
Phase 2

Investigation and analysis

Incoming feature requests and production issues were investigated with client stakeholders to identify root causes and define implementation priorities.
Phase 3

Solution implementation

Based on the findings from the investigation phase,Zoolatech engineers implemented enhancements across multiple repositories to improve platform reliability, support AI-driven workflows, and strengthen operational visibility. Key activities included:
  • AI agent enhancements
  • Integration bug fixes
  • Infrastructure improvements
  • Observability initiatives
Phase 4

Validation and deployment

Solutions were validated through the client's QA process before progressing through the established deployment environments.
Phase 5

Continuous optimization

Monitoring capabilities and operational dashboards were expanded to improve platform visibility and support ongoing reliability improvements.
Zoolatech strengthened the reliability and visibility of the client's AI platform by supporting critical workflows, improving observability, and resolving operational issues affecting production services.
Solution

Enhancing AI-powered Salesforce operations

The engagement focused on improving the stability, monitoring, and ongoing evolution of AI-powered customer engagement tools.
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AI agent ownership

Supported ongoing development and maintenance of AI agents that assist sales representatives during customer conversations.
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Observability enhancements

Implemented dashboards, monitoring, and engineering metrics to improve visibility for technical and business stakeholders.
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Infrastructure support

Contributed infrastructure improvements using Terraform and cloud services to strengthen operational reliability.
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Workflow reliability improvements

Resolved issues affecting transcript processing and downstream AI orchestration workflows.
Risks and Mitigations

Managing Operational Risks Across AI Workflows

Proactive issue resolution and cross-team collaboration minimized operational risk while maintaining platform reliability.
Option
Risk
Mitigation
Transcript processing failuresMissing meeting transcripts disrupted downstream AI workflows and reporting.The engineer identified the root cause, extended the backfill window, and restored transcript processing.
Limited operational visibilityLimited monitoring delayed issue detection and reduced platform visibility.Enhanced dashboards, monitoring, and engineering metrics improved operational visibility and faster issue detection.
Results

Improved Platform Stability and Engineering Visibility

The engagement strengthened operational reliability while improving engineering insight into platform performance.
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Increased operational visibility

Expanded monitoring and dashboards helped engineering teams and business stakeholders better understand platform health.
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Improved workflow reliability

Critical transcript processing issues were identified and resolved, restoring downstream AI workflows.
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Stronger engineering ownership

Knowledge transfer and ownership of key AI agents enabled continued platform support without disrupting ongoing operations.
Empowerment & Value

A Stronger Foundation for AI Growth

The client is better positioned to expand AI capabilities while maintaining operational stability.
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Improved scalability

Enhanced engineering practices and infrastructure provide a stronger foundation for future AI initiatives.
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Better operational insight

Improved observability enables faster issue identification and supports more informed operational decision-making.