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            Create a Participant Management Agent

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            3. Program and Case Management

            Create a Participant Management Agent

            Create an Agentforce agent to help case managers and program staff record benefits, prepare notes, create referrals, create tasks, and update goals for participants. Name your agent, define its role, and keep a record of conversations to review agent behavior.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Professional, Unlimited, and Developer Editions with an Agentforce or Einstein for Sales, Service, Platform, or Industry add-on license, where Program Management is enabled. Requires each user to have the Agentforce or Einstein add-on to access the actions.
            User Permissions Needed
            To create an AI agent: Manage AI Agents OR Customize Application
            To assign permission sets:

            Assign Permission Sets

            AND

            View Setup and Configuration
            1. Set up Agentforce in your org.
            2. Create an agent from the Participant Management agent template.
            3. For Participant Management agents created before the Summer '26 release, to create participant summaries, add the Participant Summary subagent to your agent.
              Note
              Note Only agents built before Summer '26 require this step. Newer agents that use the Participant Management template include this subagent by default.

            When you set up your agent, you can define system messages such as welcome and error messages. Here are some examples:

            System Message Hi, I’m your helpful Participant Management Agent. I can help you keep records about participants you work with up to date. Try asking me “What else can you do?”. How can I help you today?
            Error Message Something went wrong. Ask your Salesforce admin for help.

            See Also

             
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