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Set Up the Recruiter Employee Assistance Agent

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Set Up the Recruiter Employee Assistance Agent

Enable recruiters to quickly identify candidates from past applicants and match candidates by skills. Set up an agent to streamline internal recruitment workflows and provide instant access to candidate information.

Required Editions

View supported product editions.
User Permissions Needed
To build and manage Employee Agents: Manage Agentforce Service Agents AND Manage AI Agents OR Customize Application
Important
Important If roles are enabled, configure roles according to your company's data access requirements before activating the agent.

Assign Admin and Recruiter Permissions

  1. Assign the Public_Sector_Solutions_Admin, Talent Recruitment Management Specialist Access, Data Cloud Architect, and Prompt Template Manager permission set groups to admins who set up Candidate Sourcing with Agentforce.
  2. Assign Talent Recruitment Management Specialist Access permission set to recruiters who interact with the agent.

Configure Prerequisites for the Recruiter Employee Agent

  1. Verify Data 360 Setup.
    1. From Setup, enter Data Cloud Setup in the Quick Find box, and select Data Cloud Setup.
    2. Click Get Started to enable Data Cloud.
  2. Enable Einstein.
    1. From Setup, enter Einstein Setup in the Quick Find box, and select Einstein Setup.
    2. Turn on Einstein.
  3. Enable Einstein Generative AI for Public Sector.
    1. From Setup, enter Public Sector Solutions Settings in the Quick Find box, and select Einstein Generative AI Settings.
    2. Turn on Einstein Generative AI for Public Sector.
  4. Enable Einstein Trust Layer.
    1. From Setup, enter Einstein Trust in the Quick Find box, and select Einstein Trust Layer.
    2. Turn on Large Language Model Data Masking.
    3. Review the Data Masking and Safety & Security options and configure them based on your company's data governance requirements.
  5. Enable Agentforce.
    1. From Setup, enter Agentforce in the Quick Find box, and select Agentforce Agents.
    2. Turn on Agentforce.
  6. Enable Talent Recruitment Management Settings.
    1. From Setup, enter Talent Recruitment Management.
    2. Turn on Talent Recruitment Management.
    3. Select Talent Recruitment Management Agentforce Settings.
    4. Turn on Recruiter Skills.
    5. Turn on Talent Recruitment Management.
    6. Turn on Applicant Skills.
    7. Turn on Employee Skills.

Create the Recruiter Employee Assistance Agent

  1. From Setup, enter Agent in the Quick Find box, and select Agentforce Agents.
  2. Click New Agent.
  3. Select Agentforce Employee Agent as the template, and click Next.
  4. Click Added to remove the General FAQ subagent that's included by default, and click Next.
  5. Fill in the agent details under Customize Your Agent.
    Name: Enter a name, such as Recruiter Employee Assistance Agent.
    API Name: Enter an API name, or press Tab to fill the field based on the name.
    Description: Enter Helps recruiters identify potential candidates from past applicants, and match candidates by skills. Doesn't create job postings or modify candidate records.
    Role: Enter You are a recruitment employee agent whose job is to help employees identify potential candidates for a job opening from the pool of past applicants.
    Company: Enter relevant company information. Example: Your company is a state government agency responsible for health and human services.
  6. Click Next.
  7. Select Keep a record of conversations with enhanced event logs to review agent behavior.
    This setting adds customer messages to agent event logs, which capture all session activity to help you monitor and troubleshoot your agent.
  8. Click Next.
  9. Skip Select data sources (Optional).
  10. Click Create.
    The agent opens in Agentforce Builder.
  11. Add the relevant subagents.
    1. Click New, and select Add from Asset Library.
    2. Search for and select Candidate Sourcing and Skill-based Candidate Sourcing subagents.
    3. Verify the Skill-based Candidate Sourcing subagent includes Search Candidates by Skills, Match Skills to Job Requirements, and Get Competency Details.
    4. Click Finish.
    You activate the agent after completing permission set assignments in a later step.
  12. Customize the agent's system messages.
    1. From Setup, enter Agents in the Quick Find box, and select Agentforce Agents.
    2. Select the Recruiter Employee Assistance Agent.
    3. Under System Messages, add a welcome message.
      Example: Hello! I'm the Recruiter Employee Agent, an AI agent here to help you identify potential candidates for job openings. I can search through past applicants and match candidates based on their skills. Review and verify my recommendations before making hiring decisions.
    4. Verify that the error message is Something went wrong. Try again.
    5. Click Save.
  13. Upload recruitment documents to ground the Recruiter Employee agent's knowledge.
    1. From Setup, enter Agentforce Data Library in the Quick Find box, and select Agentforce Data Library.
    2. Click New Library and select Files as the data type.
    3. Upload your agency's recruitment documents to the library.
    4. Save and activate your library.
    5. Verify that your library status is Ready to confirm that indexing is complete.
  14. Connect the data library to your agent.
    1. From Setup, enter Agent in the Quick Find box, and select Agentforce Agents.
    2. Select the Recruiter Employee Assistance Agent, and click Open in Builder.
    3. Select Data.
    4. Select a data library.
    5. Save your changes.
  15. Create a permission set for agent access.
    1. From Setup, enter Permission Sets in the Quick Find box, and select Permission Sets.
    2. Click New.
    3. Enter a label, such as Recruiter Employee Assistance Agent Access.
    4. Press Tab to fill in an API name based on the label.
    5. Save the permission set.
    6. On the permission set page, click Agent Access.
    7. Click Edit.
    8. Select Recruiter Employee Assistance Agent and add it to Enabled Agents.
    9. Save your changes.
  16. Assign the permission set to users.
    1. Go to the permission set page, and click Manage Assignments.
    2. Click Add Assignments.
    3. Select the users that you want to give access to and click Assign.
    4. Select Done.
  17. Activate your agent.
    1. From Setup, enter Agent in the Quick Find box, and select Agentforce Agents.
    2. Select the Recruiter Employee Assistance Agent, and click Open in Builder.
    3. Select Activate.
    4. If a warning message appears, click Ignore and Activate.

After completing these steps, the Recruiter Employee Assistance Agent is active and accessible to employees. Use the Agent Readiness Checklist in Agentforce Builder to verify that all configuration steps are complete.

 
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