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            Set Up the Compliance Management Agent

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            Set Up the Compliance Management Agent

            Create an Agentforce Employee Agent and add the Regulatory Compliance topic to it. Create and assign a permission set to give compliance officers access to the agent.

            Required Editions

            Create the Compliance Management Agent

            Required Editions

            User Permissions Needed
            To build Employee agents:

            Manage AI Agents and Manage Agentforce Employee Agents

            OR

            Customize Application
            1. From Setup, in the Quick Find box, enter Agent, and select Agentforce Agents.
            2. Click New Agent.
            3. Select the Agentforce Employee Agent template, and then click Next.
            4. Click Added to remove the General FAQ topic that’s included by default, and then click Next.
            5. Enter a name, such as Compliance Management Agent.
            6. Enter an API name, such as RegulatoryComplianceAgent.
            7. Enter a description and a role.
            8. For Company, enter information about your agency, and then click Next.
            9. Skip the data source select, and click Create. The agent is created. It then opens in Agent Builder.
            10. Add the Regulatory Compliance topic.
              1. Click New, and select Add from Asset Library.
              2. Search for and select the Regulatory Compliance topic, and then click Finish.
            11. Add the retriever ID to the topic.
              1. Deactivate the agent.
              2. In the first topic instruction, replace the out-of-the-box retriever ID by the retriever ID that you noted in an earlier task.
            12. In Agentforce Builder, use the Conversation Preview area to test your agent with some utterances.
            13. Activate the agent.

            Create and Assign a Compliance Management Agent Permission Set

            Required Editions

            User Permissions Needed
            To create permission sets: Manage Profiles and Permission Sets
            To assign permission sets: Assign Permission Sets
            1. From Setup, in the Quick Find box, enter Permission, and then select Permission Sets.
            2. Click New.
            3. Enter a label, such as Compliance Management Agent Access.
            4. Press Tab to automatically fill in an API name based on the label.
            5. Save the permission set.
            6. On the page for your new permission set, click Agent Access.
            7. Click Edit.
            8. Select Compliance Management Agent that you want users to have access to and add it to Enabled Agents.
            9. Save your changes.
            10. Navigate to the permission set page, and click Manage Assignments.
            11. Click Add Assignments.
            12. Select the users who you want to give access to and click Assign.

            When you activate your agent, it’s available in the Agentforce panel in Lightning Experience and in the Salesforce mobile app for all users that you’ve granted access to. If a user has access to more than one agent in the Agentforce panel, the user can select which agent to interact with from a dropdown menu.

             
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