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Set Up an External Storage Search Agent for Employees

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Set Up an External Storage Search Agent for Employees

Enable employees to quickly search and retrieve information from Amazon S3 files.

Required Editions

View supported product editions.
User Permissions Needed
To build and manage Employee Agents: Manage AI Agents OR Customize Application
  1. Configure Prerequisites for External Storage Search Skills
  2. Set Up an External Storage Search Agent
  3. Enable External Storage Search Skills
    1. From Setup, in the Quick Find box, enter Einstein Generative AI Settings, and then select Einstein Generative AI Settings.
    2. Turn on External Storage Search Skills for Employee Community.
  4. Assign this permission set to the employee users:
    Agentforce for Public Sector for Employee Community
  5. Set up user access for the Digital Agent user. The agent runs in the context of the Digital Agent user.
    1. Create a new permission set.
    2. In the permission set, go to Agent Access.
    3. Click Edit and add the agent to the Enabled Agents list.
    4. Save the permission set.
    5. Assign this permission set to your users who should have access to the agent.
  6. Deploy the agent to your Experience Cloud site.
    1. Configure the Omni-Channel Flow: Select Agentforce Employee Agent in the Route Work action and select the agent you created.
    2. Configure the Messaging Channel: Ensure you enable Add User Verification.
    3. Navigate to your Experience Cloud site via Digital Experiences | All Sites | Builder.
    4. Drag the Embedded Messaging component onto your desired pages.
    5. Configure the component: Select the Embedded Service Deployment you created.
    6. Enable Add credential-based user verification so that the agent can identify the logged-in employee.
    7. Publish your Experience Cloud site.
 
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