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            Build Your Lead Nurturing Agent

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            3. AI Agents for Sales

            Build Your Lead Nurturing Agent

            Configure the details of your Agentforce Lead Nurturing agent based on when and how often you want the agent to perform outreach, language and tone, and when to assign prospects to the agent automatically. Then to start working prospects, activate your agent.

            Required Editions

            Available in: Lightning Experience in Enterprise, Performance, and Unlimited editions with Einstein for Sales.
            User Permissions Needed
            To view and configure agents in Agentforce Builder:

            Configure Agentforce SDR Agent

            AND

            Sales Engagement Cadence Creator

            AND

            Automated Actions User
            To upload files to a Data 360 data library: Data Cloud Admin
            Note
            Note The Agentforce SDR name has changed to Agentforce Lead Nurturing. The new name better describes the work the agent does to nurture existing prospects and differentiates it from the Agentforce Lead Generation agent template.
            1. Create Your Agent
              1. On the Salesforce Go Agentforce for Sales page, in the Build and Manage Agent section, click Build Agent.
                The Sales Agent Configuration page appears. The Sales Agent Configuration page shows a list of any previously configured agents.
              2. To build an agent, click Configure a New Agent.
              3. On the Select Agent Template page, click the Lead Nurturing tile.
              4. On the Getting Started page, select the user record you specified earlier for your agent.
              5. Fill in the agent details including the internal name Salesforce users will see, your company name, the language you want the agent’s emails to use, and a clear description of your company.
                The agent uses your company description to help build its emails and answer prospect questions.
              6. Click Save and Continue.
            2. Email Settings
              1. On the Email Settings page, enter a primary value proposition and proof points for your business. To see an example of each, click Show Example.
                The agent uses the text you enter to craft emails and answer questions.
              2. Choose whether you want the agent to Send as Seller. When this setting is on, the agent uses the prospect record owner’s email address, signature, and business hours. The agent also includes an AI disclosure at the beginning of each generated email. Prospect record owners must have a working email address connected to Inbox and must have Einstein Activity Capture turned on. If the owner’s email becomes disabled, the agent can’t send emails to their prospects.
              3. To let prospect record owners and their managers review, edit, and approve agent emails before they are sent, turn on Require Manual Approval. Emails awaiting review appear in the Activity Timeline and the Lead Nurturing Control Center. In the body of the email, the agent omits the AI disclosure because there is now a sales rep approving each email. If Send as Seller is also turned on for the agent, only the record owner can approve emails sent on their behalf.
              4. Choose the maximum number of emails you want the agent to send, including both the intro and nudge emails.
                Nudges are follow-up emails sent if the prospect doesn’t reply to the initial outreach email.
              5. Choose the Message Tone for your agent to use.
              6. Set the AI Disclosure and Opt-Out Message.
                The AI disclosure and opt-out message appear at the end of each email the agent generates. The opt-out message should include instructions on how to reply to opt out of emails.
              7. Select a meeting assignee type for scheduling meetings.
              8. From the dropdown, select which group or user to assign meetings to.
              9. Enter a meeting title. This title is visible to customers on calendar invites.
              10. Select the meeting’s duration.
              11. Select a user who has Inbox enabled as the fallback assignee.
              12. To preview an initial outreach email, use the Preview Email panel. Choose a prospect record and then choose Initial Outreach from the menu. Click Generate Preview.
                You can update the fields until you are satisfied with the preview emails. You can also make changes later if needed.
              13. Click Save and Continue.
            3. Test Agent Responses
              1. On the Test Agent Responses page, you can preview how your agent answers questions using the text, HTML, or PDF files you uploaded to Data 360.
              2. In the Preview Email panel, choose a prospect record and enter a question in the chat field.
                The agent generates an email answering your question. If you aren’t satisfied with the answer email, you can upload additional or different files on this page or later in Data Cloud Setup.
              3. When you are satisfied, click Save and Continue.
            4. Prospect Assignment Rules
              1. On the Assign Prospects page, click the toggles to enable the objects you want the agent to work with.
                Depending on your settings, you can choose leads, contacts, and person accounts.
              2. Choose the field conditions for automatically assigning new or updated records to the agent for outreach.
                You can set separate conditions for leads, contacts, and person accounts.
              3. When you are finished, click Save and Continue.
            5. Turn On Qualification (Optional)
              Configure your agent to automatically qualify prospects before scheduling a meeting.
              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.
            6. Review and Activate Your Agent
              1. On the Review and Activate screen, the settings you’ve chosen appear. You can review specific fields by clicking the buttons. To make changes, click Back.
                You can continue to preview the agent output on this page as well.
              2. When you are satisfied, click Activate Agent.
                Your assignment rules take effect and sales users with the Use Agentforce SDR Agent permission can begin assigning records to the agent manually.
              3. When the agent is active, a confirmation page appears. To see a list of records and other key metrics about how the agent is working, click Go to Control Center.
                When you first activate your agent, Control Center will appear mostly empty until you begin assigning prospects to the agent.

            See Also

             
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