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            Set Up Connections in the Legacy Builder

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            Set Up Connections in the Legacy Builder

            To get started with deploying your agent to channels, set up connections. Each connection includes behind-the-scenes instructions that help an agent reason and respond for one or more channels. Each connection contains adaptive response formats that help your agent structure responses and deliver multimedia content, such as images, buttons, links, and videos. You can find adaptive response formats and other settings, including the Omni-Channel flows that route conversations to and from an agent, in your connection settings.

            Required Editions

            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 agents: Manage AI Agents AND the required permissions for your agent type

            Before you begin, create an agent and turn on the required features for your channels.

            1. From Setup, in the Quick Find box, enter Agents, and then select Agentforce Agents.
            2. Click the name of your agent. Then, on the Details page, click Open in Builder.
            3. In the legacy builder, click the Connections tab. On the panel, if you see an option to turn on the updated connections experience, click Turn It On.
            4. To add a connection your agent, click Add. Depending on the agent template that your agent uses, some connections are included by default.
            5. On the Add Connections window, select one or more connections. Then, click Add to Agent. You only see the connections available for your agent. For more information about each connection, see Standard Agent Connection Reference.
            6. On the Connections panel, you see the connections that you added to your agent. To complete setup for a connection, click the connection name.

            After you complete setup for a connection, you can test it by chatting with your agent on the connected channel.

            See Also

             
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