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            Edit a Standard Subagent in the Legacy Builder

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            3. Quickstart Your Einstein Generative AI Solution

            Edit a Standard Subagent in the Legacy Builder

            Edit an out-of-the-box subagent to make sure it meets the needs of your specific use case and respects the right guardrails 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 edit a standard subagent for an agent: Manage AI Agents AND the required permissions for your agent type

            Before you begin, add the subagent you want to customize to an agent.

            1. From the Agentforce Agents Setup page, launch the agent you want to use with a customized subagent in Agentforce Builder.
            2. If your agent is active, deactivate it.
            3. From the left rail, select Subagents.
            4. From the This Agent’s Subagents tab, select the subagent you want to edit.
            5. To edit the subagent configuration, from the Subagent Configuration tab, edit the subagent fields you want to customize.
            6. You can reorder the subagent instruction fields so that they are read in a specific order as well.
              To learn more about these fields, see Agent Subagents.
            7. To add an action to your subagent, from the This Subagent’s Actions tab, click New. Create a custom agent action, or select the action or actions you want to add to your agent.
            8. To remove an action from your subagent, from the This Subagent’s Actions tab, click the dropdown next to the action you want to remove, and then click Remove from Agent.
            9. Save your changes. Your changes apply only to this agent and agent version.

            The subagent you customized is assigned to your agent and replaces the original version. To test your new version, restart the preview conversation to apply your changes.

            To revert your subagent to the original version from the asset library, from the left rail, select Subagents. From the This Agent’s Subagents tab, click the dropdown menu next to your customized subagent and select Revert to Original.

            See Also

             
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