Create a Custom Subagent in the Legacy Builder
Create a custom subagent to specify the actions and instructions an agent needs to meet your users’ particular business needs.
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 subagent: | Manage AI Agents AND the required permissions for your agent type |
Before you begin:
- Identify the actions you want to add to your subagent and create any custom actions.
- Review the parts of a subagent and best practices for writing subagent instructions.
- From the Agentforce Agents Setup page, launch your agent in Agentforce Builder.
- If your agent is active, deactivate it.
- From the left rail, select Subagents.
- On the Subagents panel, click New, and then select New Subagent.
-
Review the generated content in each field. You can retain the generated content and
modify it to your requirement. Alternatively, you can reject the generated content
altogether by clicking
, and then entering the details for each field yourself. Include at least one
instruction. For supported agent types, you can optionally specify any conversation
recommendations. Save your work.
To learn more about these fields, see AgentSubagents. - Select the actions you want to add to your agent, and then click Finish.
Your custom subagent is assigned to your agent. To test your custom subagent, restart the preview conversation to apply your changes.
Before activating your agent and making your subagent available to your users, carefully test and iterate on your subagent’s details, especially your subagent’s instructions. To test your subagent, open the agent in Agentforce Builder and start a preview conversation. Enter utterances that you expect to trigger your subagent and actions, and then adjust your subagent’s details based on your results.
You can view or edit your custom subagent from the Subagents panel in Agentforce Builder. To view or edit your subagent’s details, click the subagent name and select the Subagent Configuration tab. To view, add, or remove agent actions from your subagent, select the This Subagent’s Actions tab.
