Create an Agent from an Agentforce Employee Agent Template
Agentforce Employee agents help employees find information, complete tasks, and access personalized support across channels. Use Agentforce Employee agent templates to build agents that serve specific departmental needs, support role-based access, and scale securely across the organization. Unlike other agent templates, Employee agents are designed for internal employees, run in the logged-in user context, and you can assign each Employee agent to specific profiles or users.
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 Einstein Generative AI and enable Agentforce.
- Manage Employee Agent Access
Control user access to specific Agentforce Employee agents with permission sets or profiles. For agents created in the new Agentforce Builder, update permission sets or profiles in Setup. In the legacy Agentforce Builder, you can also use the Agent Access tab.
See Also
Create an Agent from an Employee Agent Template
- From the App Launcher, enter Agent, and then select the Agentforce Studio app.
- On the Agents tab, click New Agent.
- Select an Agentforce Employee agent template. Enter the agent's name and then click Let's Go.
- In the Settings section, define the settings that determine how your agent behaves in conversations, such as system messages and language settings.
- In the Subagents section, manage and customize your agent's subagents and actions.
- In the Data section, select a data library. The Answer Questions with Knowledge action grounds your agent's responses with it. To create or manage data libraries, see Setting Up Data Libraries.
- Test your agent and confirm that it performs as expected and meets your security standards on the Preview tab. For more details about testing, see Preview and Test in Agentforce Builder.
To give your users access to your agent in Lightning Experience and mobile, see Manage Employee Agent Access.
Optionally, connect your agent to Enhanced Web Chat v1 or Slack.
When you're ready, activate your agent.
Create an Agent from an Employee Agent Template in the Legacy Agentforce Builder
- From Setup, in the Quick Find box, enter Agent, and select Agentforce Agents.
- Click New Agent.
- Select Create from a Template, select the template that you want to use, and then click Next.
- Review the agent's subagents and actions that come with your template. You can customize these subagents and actions later, but if any of them don’t apply to your use cases, remove them, and then click Next.
- Define your agent's settings, such as system messages and language settings. These settings determine how agents behave and present themselves in conversations.
- Select a data source to ground your agent's responses with the Answer Questions with Knowledge action, and then click Create. For more information about data libraries, see Agentforce Data Library
- Configure your agent with subagents, actions, and other agent assets.
- Test your agent in Agentforce Builder to confirm that your agent performs as expected and meets your security standards.
To give your users access to your agent in Lightning Experience and mobile, see Manage Employee Agent Access in the Legacy Agentforce Builder.
Optionally, connect your agent to Enhanced Chat v1 or Slack.
When you're ready, activate your agent.
