Implement Agentforce Orchestrator for Experience Cloud

Implementing the orchestrator requires coordination across three major Salesforce areas: Data Cloud, Agentforce, and Experience Cloud. To make sure a successful rollout, use this implementation sequence:

• • Foundation (Data Cloud): Build the unified user profile using DataGraphs so the agent understands the user context.
  • Logic (Agentforce): Configure the Self-Service agent with the Smart Search Assistance sub-agent and Actionable Smart Search tools.
  • Connection (Orchestrator): Link your data and agent logic in the Agentforce Orchestrator Configuration.
  • Interface (Experience Cloud): Deploy the Concierge component and Unified Prompt Bar to your site.

The Agentforce Orchestrator transforms your site into an active service assistant by providing:

• • Agentic Enterprise Search: Summarizes results from Enterprise Knowledge and internal CRM data.
  • Contextual Personalization: Generates AI-driven greetings and Suggestion Themes based on real-time engagement data.
  • Unified Request Flows: Identifies user intent to start Service Processes and Unified Catalog intake forms directly from the chat interface.

• Self-Service Agent Actor
  Understand how the Self-Service agent functions as the central reasoning engine for your site. The agent evaluates user intent and orchestrates specialized sub-agents and tools to deliver a personalized, conversational experience.
• Smart Search Assistance Logic
  Learn how the Smart Search Assistance sub-agent uses semantic search and grounded AI to retrieve, summarize, and cite information while maintaining strict security for authenticated and guest users.
• Unified Catalog Integration
  Understand how the Agentforce Service agent leverages the Unified Catalog to surface service processes and request forms. This integration makes it possible for users to find and start intake forms through the natural language interface of your Experience Cloud site. results.
• Enterprise Knowledge in Experience Cloud Sites
  Provide a unified Self-Service experience by surfacing articles from both Salesforce and external repositories. Enterprise Knowledge standardizes content from multiple sources, making it possible for users to access a single source of truth within your Experience Cloud site.
• Set Up Agentforce Orchestrator Configurations
  Define how your Agentforce Orchestrator interacts with users by configuring greeting behaviors and linking Data Cloud personalization signals. This configuration serves as the engine that coordinates the conversational features of your Experience Cloud site.
• Turn On Agentic Enterprise Search for Agents
  Enable the search logic that allows your agent to summarize articles and resolve queries using your customer relationship management (CRM) data. This setup provides the foundation for the Agentforce Service agent to retrieve results from your Enterprise Knowledge data.
• Assign API Permissions for Agentic Search
  Assign the mandatory permissions required for portal users to access the Smart Search Assistance sub-agent.
• Configure the Smart Search Assistance Sub-Agent
  Add search and action capabilities to your agent by configuring the Smart Search Assistance sub-agent and mapping its associated variables. This configuration allows the agent to retrieve results specifically from your Experience Cloud site search profile and respects site-specific security boundaries and data sources.
• Configure Messaging Channels for Agentforce Orchestrator
  Link your agent to specific communication channels to go live. This step makes sure that the Omni-Channel engine routes incoming conversations from your Experience Cloud site to your personalized AI agent and passes necessary site parameters for accurate search and personalization.
• Set Up Messaging Settings for Agentforce Orchestrator
  Configure a messaging channel to use Agentforce Orchestrator so that conversations from your Experience Cloud site are routed through the orchestrator.
• Set Up Experience Cloud Site for Agentforce Orchestrator
  Link your Experience Cloud site to the Agentforce Orchestrator and configure the required page components for autonomous AI interactions. This setup makes it possible for your site to host the conversational and search features needed for a personalized user experience.
• Add Agentforce Orchestrator Components to Your LWR Site
  For Lightning Web Runtime (LWR) sites, manually add the Agentforce Orchestrator LWC components to your site pages in Experience Builder.
• Manage the Concierge Sidebar
  Define the proactive experience for your users. By configuring Suggestion Themes and the Concierge Sidebar, you provide users with "one-click" actions that trigger specific agent topics immediately, reducing the need for typing.
• Limitations for Autonomous AI on Experience Cloud Sites
  Review the mandatory constraints for search and orchestration features to make sure your Experience Cloud site functions as intended and maintains a secure guest user experience.