Build and Manage Your Inbound Lead Generation Agent

Create Your Agent

1. In Salesforce Go, open the Agentforce for Sales setup page, and then go to the Inbound Lead Generation section.
2. In the Build and Manage Agents step, click Go.
3. Click Let's Get Started.
4. Select Inbound Lead Generation as the agent template type.
5. Click Continue.
6. On the Getting Started page, select the user record you specified earlier for your agent.
7. Fill in an internal name for your agent and your company's name.
8. Select the language that you want your agent to use when engaging with prospects.
9. Enter a description of your company. The agent uses this description to help answer questions and customize the responses for your business.
10. Click Save and Continue.

Define Conversation Settings for Your Agent

Inbound Lead Generation engages with prospects on websites and in-app messaging channels. Configure the conversation settings to instruct your agent on how to converse with prospects.

1. Go to the Conversation Settings page of Sales Agent Configuration for your Inbound Lead Generation agent.
2. Enter a primary value proposition for your company. For example, highlight the main benefits of your offerings, describe what makes you unique, and what problems you solve.
3. Enter three to five of your company's key achievements.
4. Review your agent's AI disclosure and update it as needed. The AI disclosure is the first message that your agent sends when engaging with a prospect.
5. Select the message tone for your agent to use.
6. Click Save and Preview.
7. Test your agent in the Preview Conversation panel.
8. Click Continue.

Give Your Agent Product Knowledge

Give your agent access to an existing data library or create one. The data library contains information that your agent can use to generate replies, such as product descriptions, price sheets, and white papers.

1. Go to the Product Knowledge page of Sales Agent Configuration for your Inbound Lead Generation agent.
2. Select an existing data library or create one.
3. (Optional) Add Web Source Data to your agent.
4. Test your agent's knowledge in the Preview Conversation panel.
5. When you're finished, click Save, and then click Continue.

Capture Prospect Information

Manage how your Inbound Lead Generation agent captures prospects' data.

1. Go to the Capture Prospect Information page of Sales Agent Configuration for your Inbound Lead Generation agent.
2. Select the type of object that you want your agent to create.
   • If you selected Lead, enter a default value for Status. All new leads are set to this status.
   • If you selected Contact or Person Account, select a default value for Owner ID and the fields that you don't want your agent to collect. All records will be assigned to the user that you select. The user must have Inbox enabled.
3. (Optional) Turn on email One-Time Password Authentication.
   1. Set up a default no-reply address using an org-wide email address.
4. (Optional) Allow your agent to hand off to a Lead Nurture agent.
   1. Turn on Handoff, and select an active Lead Nurture agent.
   2. Select the number of hours or days to wait before handing off to the Lead Nurturing agent.
5. Select a meeting assignee type for scheduling meetings.
6. From the dropdown, select which group or user to assign meetings to.
7. Enter a meeting title. This title is visible to customers on calendar invites.
8. Select the meeting's duration.
9. Select a user who has Inbox enabled as the fallback assignee.
10. Click Save, and then click Continue.

Turn On Qualification (Optional)

Configure your agent to automatically qualify prospects before scheduling a meeting.

Note After you turn on Qualification for an agent, you can't turn it off. If you want an agent to stop qualifying prospects, deactivate the agent and build a new one.

1. Go to the Qualification Settings page of Sales Agent Configuration for your Inbound Lead Generation agent.
2. Click Turn on Qualification.
3. Click Continue.
4. In the Data Collection section, enter and then click the field names you want the agent to collect, one at a time.
5. In the Set Qualification Guidance section, enter a description of your ideal customer profile.
6. Enter the qualifying questions that your sales reps ask to determine a prospect's interests, needs, and urgency.
7. Click Continue.

Review and Activate Your Agent

Before activating your agent, make sure that it's operating as expected.

1. Go to the Review and Activate page of Sales Agent Configuration for your Inbound Lead Generation agent.
2. Review each field. To make changes, click Back.
3. Test your agent in the Preview Conversation panel.
4. When you're satisfied, click Activate Agent.