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            Set Up Agentforce for Quote Recipients Grouping

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            Set Up Agentforce for Quote Recipients Grouping

            To give sales reps and other users access to powerful generative AI features for creating recipient groups, admins must set up Einstein and Agentforce. Sales reps work with the standard Agentforce topic provided in Communications Cloud. Admins can also control user access to individual Agentforce Employee Agents (AEA) using permission sets.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions with the Agentforce for Communications add-on
            User Permissions Needed
            To set up Agentforce:

            Manage AI Agents AND the admin user permission for the agent type that you want to create

            OR

            Customize Application
            1. Assign Permission Set to Users.
            2. Enable Einstein for Communications.
            3. Enable Agentforce.
            4. Create an agent with Agentforce Employee Agent type.
            5. Add the Group Quote Recipients topic to your Agent from the Asset Library.
            6. Activate your agent.
            7. Assign the Agentforce Employee Agent to the user.

            Assign Permission Set to Users for Quote Recipients Grouping with Agentforce

            Give your users access to the Agentforce for creating recipient groups by assigning them permission sets. With these permission sets, users enable Agentforce and use ‌this feature.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions with the Agentforce for Communications add-on
            User Permissions Needed
            To assign permission sets to users: Manage Profiles and Permission Sets
            1. From Setup, in the Quick Find box, enter Users and select it.
            2. Open the admin user from the list.
            3. Go to Permissions Set Assignments, and click Edit Assignments.
            4. Enable these permission sets.
              • Agentforce Service Agent Configuration
              • Agentforce Default Admin
              • Prompt Template Manager/User
              • Einstein for Communications
            5. Save your changes.
             
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