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            Set Up the Recruiter Agent

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            Set Up the Recruiter Agent

            Create an agent with Agentforce Employee Agent template. If you want to identify potential candidates for a job opening from the pool of past applicants , add the Candidate Sourcing topic to it. Add the Skill-Based Candidate Sourcing topic to the agent to identify potential candidates based on their skillset. Create and assign a permission set to give recruiters access to the agent.

            Required Editions

            Create the Recruiter Agent

            Required Editions

            User Permissions Needed
            To build an Employee agent:

            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 Recruiter Agent.
            6. Enter an API name, such as RecruiterAgent.
            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 relevant agent topic.
              1. Click New, and select Add from Asset Library.
              2. Search for and select the Candidate Sourcing or Skill-Based Candidate Sourcing topic, and then click Finish.
            11. In Agentforce Builder, use the Conversation Preview area to test your agent with some utterances.
            12. Activate the agent.

            Create and Assign a Recruiter 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 Recruiter 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 Recruiter Agent that you want users to have access to and add it to Enabled Agents.
            9. Save your changes.
            10. Go to the permission set page, and click Manage Assignments.
            11. Click Add Assignments.
            12. Select the users ‌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 grant 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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