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Edit a Help Agent with Quick Service Agent Configuration

Edit a Help Agent with Quick Service Agent Configuration

Each time you edit and redeploy an agent, a new version is created to track changes over time. Whenever possible, use Quick Service Agent Configuration to manage your Help Agent, such as when updating knowledge grounding sources.

Important
Important For advanced customizations—such as adding custom actions, topics, or integrations—use Agentforce Builder. However, note that if you modify the agent in Agentforce Builder, you can no longer manage that content via Quick Service Agent Configuration.
  1. To edit the Help Agent with Quick Service Agent Configuration, in the Help Agent Salesforce Go page, click Go in the Manage Agents section.
    Help Agent Salesforce Go page showing the Build a Help Agent and Manage Agents sections with Go buttons
  2. In the list of agents, click the name of the agent.
  3. Click Edit Version.
    Build and Manage Your Agents page in setup showing a list of Help Agents with their status, template, created date, and user record
  4. Edit the agent settings.
 
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Salesforce Help | Article