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            Customize Conversation Recommendations for Agentforce Employee Agents

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            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.

            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 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.

            Customize Conversation Recommendations in Agentforce Builder Script View

            To make changes to your agent, it must be in a draft state. If you want to make changes to a committed agent version, create a draft.

            1. From the App Launcher, search for Agent, and then select Agentforce Studio.
            2. On the Agents tab, click the name of the Agentforce Employee agent that you want to customize.
            3. In the Explorer panel, open Settings and click System.
            4. Switch to Script view. Under system, add a recommended_prompts section by pasting this block into the script. 
              recommended_prompts:
    welcome_screen: True
    in_conversation: True
    starter_prompts:
        - "Summarize Acme Account"
        - "Get Details for Global Media"
        - "Draft an email to Jon Amos"
            5. Modify the pasted block for your agent.
              • To show welcome starter prompts on the welcome screen, keep welcome_screen set to True. To hide them, set it to False.
              • To show dynamic prompts that your agent suggests during a conversation, keep in_conversation set to True. To hide them, set it to False.
              • Replace the sample prompts under starter_prompts with your own. Put each welcome starter prompt on its own line, start each line with a hyphen (-), and enclose the prompt text in double quotation marks (").
              • Add at least three and up to twenty welcome starter prompts, with each prompt containing 5–50 characters. Up to three prompts appear on the welcome screen at a time. The order of the prompts in the list determines priority, but the prompts shown depend on the page context.
            6. Save your changes.

            After you activate your agent, the configured prompts appear on the welcome screen when the Agentforce panel opens, and the agent suggests dynamic prompts during a conversation in response to the user's messages.

            Customize Welcome Recommendations in the Legacy Builder

            1. From Setup, in the Quick Find box, search for Agent, and select Agentforce Agents.
            2. Click the name of the Agentforce Employee agent you want to customize welcome recommendations for.
            3. If your agent is active, deactivate it.
            4. From the Agent Details page, select the System Messages tab.
            5. Select Create Your Own and add your welcome recommendations.
              Add at least three and up to twenty welcome starter recommendations, with each prompt containing 5–50 characters. Up to three prompts appear on the welcome screen at a time. The order of the prompts in the list determines priority, but the prompts shown depend on the page context.
            6. Save your changes.
             
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