TransitionBridge
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Why TransitionBridge works

A student’s move from school to adult services rarely fails in one place. It fails in the gaps between systems. TransitionBridge watches those gaps for the case worker, and leaves every decision to a person.

How it works

  1. 01

    Find

    The case worker asks about a student. The agent finds the record in Salesforce and reads it.

    Find Student
  2. 02

    Spot

    It checks for missing referrals, conflicting data and timeline risks, and pulls up the deadlines that are coming.

    Identify Transition Gaps · Query Deadlines
  3. 03

    Draft

    It drafts a program referral, and follow-up tasks for referrals that have stalled. Both wait for a person.

    Draft Referral · Follow-Up Nudge
  4. 04

    Escalate

    Urgent cases and SSI or benefits questions go to the right queue, not into a guess.

    Escalate
  5. 05

    Log

    Every action is written to an audit trail against the student.

    Agent Action Log

Built to be trusted

The six agent actions

01Find Student
Looks up a student record.So nobody starts a conversation by hunting for a file.
02Identify Transition Gaps
Flags missing referrals, data conflicts and timeline risks.So problems show up before graduation, not after.
03Query Deadlines
Retrieves the upcoming deadlines for a student.So age-based and program dates are not kept in someone’s head.
04Draft Referral
Creates a program enrollment referral for review.So the paperwork is ready, and a person still decides.
05Follow-Up Nudge
Generates follow-up tasks for stalled referrals.So a referral that goes quiet gets chased.
06Escalate
Creates an escalation and assigns it to the right queue.So the hard cases reach someone who can solve them.

A day in the life

Illustrative example. Maya is not a real student.

Without it

Maya has an IEP and graduates this spring.

  • Her accommodations are in the school’s files.
  • Vocational rehabilitation, SSI and employers each use a different system.
  • Nobody notices the missing referral until a deadline has already passed.

With TransitionBridge

Her case worker asks about Maya.

  • The agent finds her record and flags that no vocational rehabilitation referral exists.
  • It shows the deadlines that are coming up.
  • It drafts the referral. The case worker reviews and sends it.
  • A question about SSI is escalated to a benefits counselor.
  • Every step is logged.

Equality Champion · Agentforce for Good Hackathon · Dreamforce 2026