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            Manage Conversation Recommendations in the Legacy Builder

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            Manage Conversation Recommendations in the Legacy Builder

            You can manage two types of recommendations for an Agentforce Employee agent: welcome recommendations and in-conversation recommendations. Welcome recommendations appear in the Agentforce panel when it opens from most supported record pages, list views, and Lightning app Home pages. In-conversation recommendations appear during an active conversation in response to user messages.

            Required Editions

            Note
            Note Welcome recommendations and conversation recommendations are controlled by separate settings. Turning off one setting doesn’t affect the other. For example, welcome recommendations can still appear if conversation recommendations are turned off, and conversation recommendations can still appear if welcome recommendations are turned off.
            Available in: Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions. Required add-on licenses vary by agent type.
            User Permissions Needed  
            To build and manage Employee agents:

            Manage AI Agents

            OR

            Customize Application

            Before you begin, set up Data Cloud. Data Cloud is required for in-conversation recommendations only. Without it, in-conversation recommendations don’t appear, even when in-conversation recommendations are turned on. Welcome recommendations don’t require Data Cloud.

            These steps apply to agents built in the legacy builder. To set up conversation recommendations for an agent built in Agentforce Builder, see Customize Conversation Recommendations for Agentforce Employee Agents.

            1. From Setup, in the Quick Find box, search for Agents, and then select Agentforce Agents.
            2. On the Agentforce Agents Setup page, click the name of your agent to open its Details page.
            3. From the Agent Details page, select the System Messages tab, and then turn on or off Conversation Recommendations on the Welcome Screen.
              You can use this option to control welcome recommendations that appear when the agent panel opens from supported record pages, list views, and Lightning app Home pages.
            4. From the Agent Details page, select or clear Conversation Recommendations in Agent Responses.
              You can use this option to control in-conversation recommendations that appear during a conversation.
            5. Save your changes.
            • Customize Conversation Recommendations for Agentforce Employee Agents
              Customize conversation recommendations to suggest prompts employees can use with your Agentforce Employee agent, so they can select a prompt to start a conversation instead of typing from scratch. Conversation recommendations include welcome recommendations that appear on the welcome screen when the Agentforce panel opens, and in-conversation recommendations that the agent suggests during a conversation.
            • Considerations for Conversation Recommendations
              Conversation recommendations include two types: welcome recommendations and in-conversation recommendations. Review these considerations before you set up conversation recommendations.
             
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