Assign a Data Library to Your Agent
Improve your agent’s response accuracy and personalize answers with trusted data sources via Agentforce Data Library.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions |
| User Permissions Needed | |
|---|---|
| To manage AI agent data sources: | Data Cloud Architect permission set AND System Administrator profile |
To use Agentforce Data Libraries, you must have Data 360 set up. Data libraries consume Data 360 credits.
When you create and configure a data library, the Agentforce Data Library indexes your selected knowledge articles and uploaded files in Data 360. Data 360 creates a search index and retriever for your library that your AI agent can use via the Answer Questions with Knowledge action. In Agent Builder, you can select which data library your agent uses to generate responses.
- From Setup, in the Quick Find box, enter Agents, and then select Agents.
- Click the name of your agent. Then click Open in Builder.
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Click the Data tab.
- Select a library for your agent or, to create a library, click New Library. If you select or create a library, you can configure the knowledge fields or file uploads for your data library to index. If you create a library, it can take a few minutes for the preview conversation to update.
- To base agent responses on all Knowledge articles and fields, select All Knowledge records and fields.
- Save your changes.
To test out your changes, restart the preview conversation and then chat with your agent.
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