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Grantmaking
Activate the Applicant and Grantee Support Agent

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Activate the Applicant and Grantee Support Agent

Commit and activate the Applicant and Grantee Support Agent so it's ready to deploy to your Grantmaking Experience Cloud site.

Required Editions

Available in: Lightning Experience
Available in: Nonprofit Cloud for Grantmaking and Public Sector Solutions. View edition availability.
User Permissions Needed
To activate an Agentforce agent: Manage Bots system permission

Before activating, make sure that you have set up and tested at least one content library. See Create a Document Library for the Applicant and Grantee Support Agent and Create a Knowledge Article Library for the Applicant and Grantee Support Agent.

  1. From Setup, enter Agents in the Quick Find box, then select Agentforce Agents and open your Applicant and Grantee Support Agent.
  2. Click Commit Version.
  3. Click Activate.

The Applicant and Grantee Support Agent is active and ready to deploy to your Grantmaking Experience Cloud site.

Error when committing the version

If you receive an error when clicking Commit Version, open the agent in Script view and check whether the Agent Script contains the following section:

model_config:
    model: "model://sfdc_ai__DefaultEinsteinHyperClassifier"

If present, remove that section from the script, save your changes, and try committing again.

Now set up your Grantmaking Experience Cloud site and embed the agent chat window. See Configure your Grant Site for the Applicant and Grantee Support Agent.

 
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