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            Search all of Salesforce Help
            Create a Custom Agent with AI Assistance

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            1. Salesforce Help
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            3. Quickstart Your Einstein Generative AI Solution

            Create a Custom Agent with AI Assistance

            Use AI assistance to create a custom Agentforce Service agent for your business.

            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 create a custom agent: Manage AI Agents AND the required permissions for your agent type

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

            Create a Custom Agent

            Note
            Note Save often when working on your agent.
            1. From the App Launcher, find and select Agentforce Studio, then click Agents.
            2. To create an agent, click New.
            3. Describe what you want your agent to do. Include details like the agent’s role and the type of company that it works for, the types of tasks you want it to complete, and any other information critical to its job. Then click Arrow icon.
            4. Answer Agentforce’s questions to further flesh out your agent. You can also choose to start from scratch and fill in all of the details yourself by clicking Skip Ahead. After it has enough information, Agentforce starts off your agent with agent details, system messages, subagents, and more.
            5. Review the agent settings Agentforce selected for you. Update the name, API name, description, system messages, and languages as needed. These settings help determine how agents behave and present themselves in conversations.
            6. Under Agent Details, select or create an Agent's User Record for this agent.
              To securely access data and perform actions, Service agents operate as an agent user, or a Salesforce integration user with all the permissions that the agent needs to do its job. See Best Practices for Agent User Permissions.
            7. Review the subagents and actions Agentforce created for you. Click the arrow next to each subagent in the Explorer to browse the subagent configuration page and actions for that subagent. Customize or remove the actions and subagents to best suit your needs.
            8. Add or create more subagents and actions to further personalize your agent. See Create a Custom Subagent and Create a Custom Action for more details.
            9. Click Preview to test out your agent and confirm that it performs as expected and meets your security standards. You can simulate your agent’s behavior with mock data without risking any changes to your actual data or org. Use trace to dig into the steps the agent performed, and ask Agentforce to help you understand your agent’s behavior at any step. See Preview and Test in Agentforce Builder for more details.
            10. Review and customize the Messaging settings Agentforce selected for you. See Connect an Agent to Messaging for more information on deploying your agent to a Messaging channel.
            11. When you’re ready to use your agent outside of the builder, click Commit Version. You must commit an agent version before you can activate it. Committed versions can’t be edited. To continue making changes after committing, create a new version by clicking New Draft. See Versioning and Editing Agents for more information.
            12. When you’re ready to make your agent available to your customers, activate it. See Activate or Deactivate an Agent for more information.

            Create a Custom Agent in the Legacy Agentforce Builder

            1. From Setup, in the Quick Find box, enter Agent and select Agentforce Agents.
            2. Click New Agent.
            3. Click Create with Gen AI.
            4. Describe the job you want the agent to do. Be as specific as you can, as the details help gen AI create a more tailored agent. Click Next.
            5. Check the name of your agent and the role to make sure they're accurate.
            6. Add your company name.
            7. Describe your company.
            8. Add the agent user and decide whether you want to include conversation data in the event log. Click Next.
            9. Review the list of subagents. If you want to generate another subagent, click Add Draft Subagent and provide the name and description before saving the subagent. Click Next.
            10. Search for and select the data library that you want your agent to reference and add the details.
            11. Click Create.
            12. Add actions to each of your subagents.
            13. Activate your agent. To make changes later, deactivate the agent.
             
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