Autonomous Scheduling in the New Agentforce Builder for Field Service
Autonomous Scheduling for the New Agentforce Builder covers Customer-Initiated Scheduling,
which empowers your customers with AI-driven, self-service appointment management capabilities.
Customer Outreach and additional features are available in the Legacy Agentforce Builder
documentation.
Required Editions
Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and
Developer Editions with Field Service and Foundations, or Einstein 1 Field
Service Edition or Agentforce 1 Field Service Edition.
Set Up Autonomous Scheduling in the New Agentforce Builder Create your AI agents and set them up for success. For a simplified experience, use the automated Salesforce Go tool to guide you through the entire setup and get you started. If you encounter issues with the automation, you can complete the process manually.
Configure Autonomous Scheduling for Field Service in the New Agentforce Builder You can modify the behavior of Autonomous Scheduling by configuring the agent and its various components. Your agent includes details and is composed of subagents that include actions, and some of them call flows. You can configure any of these components. For example, in the agent details you can configure the welcome message, in the subagent you can configure the instructions, and in the flows you can change the scheduling policy, operating hours and more.
Monitor Autonomous Scheduling in the New Agentforce Builder There are various ways to monitor Scheduling agent conversations. Use the Omni Supervisor to view all active agent conversations. Use the Omni-Channel component to handle escalated conversations. Use the Agentforce Scheduling Supervisor View to view active, escalated and completed conversations from the last 72 hours.
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