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            Create an Agent for Public Health

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            Create an Agent for Public Health

            Unlock Agentforce's capabilities for your case managers and public health investigators to classify cases by creating an agent by using the Agentforce Employee Agent template. Add public health-specific subagents to the agent to streamline case classification, reduce manual work, and enhance case management.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, and Unlimited Editions with the Agentforce for Health Cloud, Universal Credit Metering, and Agentforce Employee Agent add-on licenses
            User Permissions Needed
            To build an agent:

            Case classification AI Assistive Agent

            AND

            Manage AI Agents

            AND

            Manage Agentforce Employee Agents
            1. From Setup, in the Quick Find box, enter Agent, and then select Agentforce Agents.
            2. Turn on Enable the Agentforce (Default) Agent.
            3. Click New Agent.
            4. From Agentforce Builder, in the Select an agent section, select Create from a Template.
            5. Select Agentforce Employee Agent as the template type.
            6. Click Next.
            7. In the Select your subagents section, review the agent's subagents and actions available with your template.
              You can customize these subagents and actions later. If a subagent or action doesn't apply to your use cases, remove them.
            8. Click Next.
            9. Enter a name for your agent.
              The API name is automatically populated.
            10. Enter a role, description, and company name.
            11. Click Next.
            12. Select a data source to ground your agent's responses.
              If you don't want to use the available data sources, then create a library to limit Agentforce Employee agent to specific articles or uploaded fields. See Assign a Data Library to Your Agent.
            13. Click Create.
            14. From the sidebar, select Subagents.
            15. Click New, and then select Add from Asset Library.
            16. Select this subagent to configure your agent for public health.
            17. Click Finish.
            18. Activate your agent.

            To manage user access, seeManage employee agent access.

            • Subagent: Disease Surveillance Case Management
              Assists case investigators, case intake specialists, and admin managers in performing key tasks, such as case reporting, assignment, classification, generating public health case and investigation summaries, and managing duplicate cases.
             
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