Set Up Agentforce for Scheduler

Agentforce gives you an easy way to manage appointments within Scheduler with natural language interactions.

With out-of-the-box agent subagents and actions, you can quickly get up and running to manage appointments.

• Considerations and Limitations for Agentforce for Scheduler
  To use Agentforce for Scheduler, consider supported functionality, usage, limitations and allowances, limits, and other issues.
• Create an Agentforce User
  Clone the Einstein Agent User profile and create a user using the profile.
• Grant the Agentforce User Object and Field Access
  Grant the Agentforce user access to the objects and fields to schedule and modify appointments.
• Create an Agent for Scheduler
  Use Agentforce templates to create an agent to manage appointments.
• Set Up Agentforce for Guest Users
  By default, the verification subagent verifies emails for users in your org as contacts or users. To enable Agentforce for users that aren't in your org (guest users), map new variables to agent actions and update the flows that the agent uses.
• Set Up Email Notifications for Agentforce
  For Agentforce to send email notifications, set up org-wide email addresses and add an email template to the flow that the agent action uses.
• Configure, Test, and Verify Your Agent
  After you’ve set up the agent, configure, test, and verify your agent. When testing your agent, verify that other subagents don’t affect booking appointments with the Appointment Management subagent.
• Recommended Agentforce Utterances for Scheduler Users
  Here’s a list of recommended utterances that give Scheduler users the best results when scheduling with Agentforce.
• Standard Agent Subagents and Actions for Scheduler
  Learn how agent subagents and actions work for Scheduler.
• Enable Additional Features for Agentforce
  Enhance the functionality of Agentforce for Scheduler by customizing their instructions. Add new instructions to the Appointment Book for Scheduler Agent topic to enable these optional features.