Create an Agent

You can create agents in multiple ways.

To start with an agent for a common business use case, create an agent from a template. A template includes relevant subagents and actions, as well as default system messages, variables, and filters. To create an agent from a template, you must have the permissions for the associated agent type, as well as any additional permissions required for the template.

For custom use cases, create an agent with the help of generative AI. Describe the job you want your agent to be able to do. Then Salesforce creates subagents based on your description and the actions available to your agent. To create an agent with gen AI, you must have the permissions for the associated agent type.

• Create a Custom Agent with AI Assistance
  Use AI assistance to create a custom Agentforce Service agent for your business.
• Create an Agent from an Agentforce Service Agent Template
  Agentforce Service agents intelligently support your customers by connecting to messaging and other channels and escalating to reps when necessary. Use the default Agentforce Service Agent template to create an agent designed to resolve common support cases and requests. Or select from more specialized templates to fit your use case.
• 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.
• Upgrade an Agent from the Legacy Builder to the New Builder
  Create a new version of an agent from the legacy Agentforce Builder in Setup in the new Agentforce Builder in Agentforce Studio, with just a few clicks. The new version contains all of the original agent's subagents, actions, system messages and settings, data, and connections, converted to Agent Script. Upgrading an agent doesn't affect the original agent in the legacy builder. You can continue to access and edit the agent in the legacy builder.
• Create the Agentforce (Default) Agent in the Legacy Builder
  Help your employees accomplish key business tasks in Salesforce and Slack with the default AI assistant for Salesforce CRM.
• Migrate from Agentforce (Default) to Agentforce Employee Agent
  Discover the key differences between Agentforce (Default) and Agentforce Employee agent, and learn how to seamlessly migrate your default agents. The migration flow creates a new Employee agent with the same subagents and actions, variables and settings as your default agent. You can fine-tune your Agentforce (Default) agent into multiple employee agent personas, each specializing in different use cases, with improved access control and channel integrations.