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            Create an HR Service Agent from Template

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            Create an HR Service Agent from Template

            An HR service agent intelligently supports your employees by handling their service requests and escalating to reps when necessary. Use the Agentforce HR Service Agent template to create an agent designed to resolve common employee support cases and requests. This template will be available only if Agentforce Employee Agent (AEA) is also required.

            Required Editions

            View supported editions.
            User Permissions Needed
            To build and manage HR service agents:

            Manage Agentforce Service Agents AND Manage AI Agents

            OR

            Customize Application

            Before you begin, set up Einstein Generative AI, enable Agentforce, and set up Einstein Trust Layer.

            1. In Setup, find and select Agentforce Agents.
            2. Click New Agent.
            3. Select Create from a Template. Select the HR Service Agent template to create an agent, and then click Next.
            4. Review the topics that come with your template. You can customize these topics and actions later, but if any of them don’t apply to your use cases, remove them. Then click Next.
            5. Note
              Note Multi-lingual support for Agentforce HR Service is a pilot or beta service that is subject to the Beta Services Terms at Agreements - Salesforce.com or a written Unified Pilot Agreement if executed by Customer, and applicable terms in the Product Terms Directory. Use of this pilot or beta service is at the Customer's sole discretion.
              Define your agent's settings, such as system messages and language settings.
              These settings determine how agents behave and present themselves in conversations.
            6. Select a data source to ground your agent responses with the Answer Questions with Knowledge action, and then click Create.
              If you don't want to use any of the available data sources, you can create a library to limit the HR service agent to specific articles or uploaded fields. See Assign a Data Library to Your Agent.
            7. Configure your agent with topics, actions, and other agent assets.
              Update the named credential when configuring these actions: Get Leave Balance, Submit Leave Request, Update Employee Profile, Get Direct Deposit Details, and Submit Direct Deposit Details.
            8. Test your agent in Agentforce Builder to confirm that your agent performs as expected and meets your security standards.
              The HR service agent operates in the same Agent User context in Agentforce Builder as it does when deployed in messaging channels. So, design-time testing reflects how your HR service agent behaves when deployed.
            9. Activate your agent.
             
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