Transforming Clinical Trials with AI and Agentic Automation: Introducing Cloudbyz AI Powered by Salesforce Agentforce

Dinesh
CTBM

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In the dynamic world of clinical research, the demands for speed, efficiency, data quality, and compliance have never been higher. As trials grow more complex and decentralized, traditional systems and manual processes are simply not enough. Artificial Intelligence (AI) has emerged as a game-changer, but not all AI is created equal.

At Cloudbyz, we are proud to introduce Cloudbyz AI, our next-generation AI engine embedded across the Cloudbyz eClinical platform — now supercharged by Salesforce Agentforce to deliver Agentic AI capabilities. Together, we’re enabling a future where trials are not only smarter but self-optimizing.


The Shift from Analytical AI to Agentic AI in Clinical Research

Most clinical platforms today offer analytical AI: they predict risks, generate insights, and highlight anomalies. While valuable, these insights still require human action.

Agentic AI goes a step further: it enables AI to observe, reason, and act autonomously within workflows, freeing up clinical teams to focus on higher-value activities. Through Salesforce Agentforce, Cloudbyz AI introduces intelligent agents that monitor operations in real time, anticipate issues, and trigger corrective actions—all seamlessly integrated into your eClinical systems.

This isn’t about replacing humans; it’s about empowering them to achieve faster, smarter, and safer trials.


How Cloudbyz AI Works Across the Clinical Ecosystem

Unlike bolt-on AI tools, Cloudbyz AI is natively embedded across all modules, driving intelligence and automation throughout the trial lifecycle:

  • Clinical Trial Management (CTMS):
    Predict site risks, automate visit planning, detect protocol deviations early, and optimize study timelines with intelligent insights.

  • Electronic Data Capture (EDC):
    Build eCRFs faster, detect anomalies in real-time, and automate SDTM mappings—ensuring clean, regulatory-ready data.

  • Electronic Trial Master File (eTMF):
    Use Natural Language Processing (NLP) to classify documents, auto-tag metadata, and redact sensitive information through Cloudbyz ClinRedact.

  • Safety & Pharmacovigilance:
    Accelerate case processing, automate MedDRA coding, draft safety narratives using Generative AI, and detect emerging risk signals faster.

  • Randomization and Trial Supply Management (RTSM):
    Predict patient drop-outs, optimize inventory management, and automatically trigger re-supply actions to maintain trial continuity.


Introducing Agentic AI with Salesforce Agentforce

Salesforce Agentforce provides a powerful framework for building autonomous, intelligent clinical agents—a cornerstone of the future-ready Cloudbyz platform.

Key Capabilities Enabled by Agentforce:

Capability Description
Autonomous Monitoring Agents monitor live data streams from CTMS, EDC, eTMF, Safety, and RTSM modules.
Intelligent Reasoning Agents assess situations using pre-configured logic, historical data, and machine learning.
Proactive Action Agents autonomously trigger tasks, send alerts, update workflows, and assign responsibilities.
Multi-Agent Collaboration Different agents work together across modules to resolve issues and optimize performance.
Composable and Configurable Agents Tailor agents based on clinical role, study type, or organizational SOPs without heavy IT lift.

Real-World Applications of Cloudbyz Agentic AI:

  • A CRA Visit Planner Agent reschedules visits automatically if a site signals an enrollment delay.

  • A Safety Narrative Agent drafts an SAE report within minutes of case intake, saving hours of manual writing.

  • An eTMF Compliance Agent continuously audits document completeness and automatically reminds site coordinators.

  • An Enrollment Optimizer Agent identifies underperforming sites and recommends patient reallocation strategies.

Cloudbyz Agentic AI transforms reactive trial management into proactive, self-optimizing operations.


AI Agents That Support Every Role in Clinical Trials

Cloudbyz AI introduces dedicated AI agents that augment and automate tasks for key stakeholders:

Persona AI Support Provided
Study Managers Milestone forecasting, budget risk monitoring, proactive deviation management
Clinical Research Associates (CRAs) Intelligent visit planning, early issue detection, real-time escalation alerts
Data Managers Anomaly detection, SDTM mapping, auto-query generation and resolution
Regulatory Specialists Document classification, metadata tagging, audit trail automation
Pharmacovigilance Officers Case intake automation, safety signal detection, automated report generation

These agents act as trusted copilots throughout the clinical journey, enhancing productivity while maintaining compliance and quality.


Business Impact: Smarter, Faster, Safer Trials

The value of Cloudbyz AI is tangible:

Impact Area Benefits Achieved
Study Build Time 30–50% faster protocol development and site activation
Data Quality 40% fewer data queries, faster database locks
Monitoring Costs Up to 25% reduction through intelligent site monitoring automation
Compliance Risk Real-time document and process compliance assurance
Decision-Making AI-powered dashboards deliver faster and more informed strategic choices

By automating time-consuming, error-prone tasks, Cloudbyz AI helps clinical teams deliver results more efficiently and reliably.


Secure, Scalable, Enterprise-Ready

Built on Salesforce, Cloudbyz AI ensures:

  • Enterprise-grade security (21 CFR Part 11, HIPAA, GDPR compliant)

  • Global scalability across multiple geographies, sites, and studies

  • Seamless interoperability with your broader Salesforce ecosystem and third-party integrations

  • Continuous AI evolution with model retraining and intelligent updates

Your trials are ready to scale with your ambitions.


Unified Platform. Unified Intelligence. Unified Outcomes.

Cloudbyz AI isn't just an enhancement — it’s a foundational shift toward smarter clinical operations. By combining unified data, intelligent automation, and goal-directed agents, we empower life sciences organizations to drive faster approvals, better patient outcomes, and greater operational excellence.

Welcome to the new era of eClinical innovation, powered by Cloudbyz AI and Salesforce Agentforce.


Ready to Transform Your Clinical Trials?

Discover how Cloudbyz AI can supercharge your research.
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