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            Create an Agent from the Agentforce Insurance Service Assistance Template

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            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Create an Agent from the Agentforce Insurance Service Assistance Template

            Use the Insurance Service Assistance template of type Agentforce Employee Agent to get an agent up and running for your insurance reps. You can customize the template to include subagents and actions specific to your business needs.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            Permissions Needed
            To use Financial Services Cloud:

            Financial Services Cloud Extension

            OR

            FSC Foundation

            OR

            FSC Sales

            OR

            FSC Service
            To create an Agentforce Employee agent:

            Manage AI Agents

            AND

            Manage Agentforce Employee Agents
            To run prompt templates: Execute Prompt Templates user permission
            1. From Setup, enter Agents, and then select Agentforce Agents.
            2. Click New Agent.
            3. Select the Insurance Service Assistance template, and then click Next.
            4. Review the topic, Insurance Summarization, that comes with your template, and then click Next.
            5. Customize your agent, enter a company name, and then click Next.
            6. Select a language and tone, then click Create.
            7. From the action menu for the new agent, click Open in Builder.
            8. In Agentforce Builder, use the Conversation Preview area to test your agent with some utterances.
            9. Click Activate to activate the agent.

            See Also

             
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