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            Set Up Agentforce Orchestrator Configurations

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            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.

            Required Editions

            Available in: Lightning Experience in Enterprise and Unlimited editions for an additional cost. To purchase, contact your Salesforce account executive.
            Available in: Aura Experience Cloud sites that use Build Your Own Template
            Available in: LWR Experience Cloud sites that use Build Your Own Template
            User Permissions Needed
            Turn on Agentforce Orchestrator
            • Customize Application
            • Create and Set Up Experiences
            • Manage Agentforce Agents

            Setting up the configuration is the first step in establishing the front door for your Experience Cloud site. This configuration determines how the agent greets your users and which data graphs it uses for personalization.

            1. From Setup, enter Agentforce Orchestrator in the Quick Find box, and then select Agentforce Orchestrator.
            2. Select New.
            3. Enter a descriptive Configuration Name and description.
            4. From the Agentforce Orchestrator Type list, select Self-Service.
            5. In the Greeting Settings section, Configure the Greeting Settings.
              1. Greeting Prompt Lookup: Select a prompt template to generate AI greetings. You can use the standard prompt template reference to clone and customize a template.
              2. Greeting Profile Data Graph: Select the Data Cloud Data Graph that provides the user context.
            6. In the Recommendation Settings section, select the Personalization Point you defined in Setup. This determines the logical placement for both personalized greetings and Suggestion Themes.
            7. In the Tool Settings section, select the Agentforce Service Agent as the agent tool and add the appropriate topics to enable functional reasoning.
            8. Select the Network ID associated with your Experience Cloud site, and select the Search Config ID created during the Smart Search Assistance Sub-Agent setup that contains your Enterprise Knowledge Harmonized Data Model Objects.
            9. Save your changes.
             
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