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            Set Up a Contract Agent

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            1. Salesforce Help
            2. Docs
            3. Salesforce Contracts

            Set Up a Contract Agent

            Create and configure a contract by using Agentforce Employee agent template to help your users efficiently find and manage contract-related information. After creating the agent, add essential contract search topics, and assign permissions to ensure the right users have access to relevant contract insights and functionalities.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, Unlimited, and Developer editions.
            User Permissions Needed
            To set up a contract agent:

            Data Cloud Architect [Home Org]

            OR

            Data Cloud One [Companion Org]

            AND

            CLM Admin User

            AND

            Contracts AI User
            1. Create a Contract Agent.
              1. In Setup, find and select Agentforce Agents.
              2. At the top of the Agentforce Agents page, turn on Agentforce.
              3. Click + New Agent.
              4. Select Create from a Template, select Agentforce Employee Agent, and then click Next.
              5. Click Added to remove General FAQ.
              6. Click Next.
              7. Update these fields:
                Field Value
                Name Contract Agent
                API Name Contract_Agent
                Description Use a contract agent to ask questions or generate summaries from contract documents using natural language.
                Role A contract agent.
                Company <enter your company details>
              8. Click Next, and then click Create.
              9. Click Let's Go.
            2. Add Topics to the Created Contract Agent.
              1. Click New and then select Add from Asset Library.
              2. Find and select Contract Document Overview.
              3. (Optional) To create a task or set reminders, select Manage Deals. To draft and send emails, select General CRM.
              4. Click Finish.
              5. Click Activate.
            3. Grant Users Access to the Contract Agent.
              1. In Setup, find and select Permission Sets.
              2. Click New.
              3. Enter the Label as AccessContractAgent.
              4. Save your changes.
              5. In the Apps section, click Agent Access.
              6. Click Edit and move Contract Agent from Available Agents to Enabled Agents.
              7. Save your changes.
              8. Assign the created permission set to admin and business users.

            See Also

             
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