Set Up a Scheduling Agent for Field Service Mobile Workers

Create an Agent from an Employee Agent Template

1. From the App Launcher, enter Agent, and then select the Agentforce Studio app.
2. On the Agents tab, click New Agent.
3. Select the Field Service Scheduling for Employees agent template. Enter the agent's name and then click Let's Go.
4. Review your agent in Agentforce Builder.
   1. In the Settings section, define the settings that determine how your agent behaves in conversations, such as system messages and language settings.
   2. In the Subagents section, manage and customize your agent's subagents and actions.
   3. In the Data section, select a data library. The Answer Questions with Knowledge action grounds your agent's responses with it. To create or manage data libraries, see Setting Up Data Libraries.
5. Test your agent and confirm that it performs as expected and meets your security standards on the Preview tab. For more details about testing, see Preview and Test in Agentforce Builder.
6. When you're ready, commit and activate your agent.
7. Instruct your mobile workers to ask Agentforce to schedule an appointment for a customer or make last-minute schedule changes.

Manage Employee Agent Access

Control user access to specific Agentforce Employee agents with permission sets or profiles.

1. Give users access to an Agentforce Employee agent created in the new Agentforce Builder.
   1. In Setup, find and select Permission Sets or Profiles.
   2. Select a permission set or profile.
   3. Edit the Enabled Agent Access settings.
   4. Select the Agentforce Employee agents that you want to give users access to and then click Save.
2. Assign these Field Service permission sets to the relevant mobile workers:
   • Einstein Field Service User
   • Field Service AI Agent Permissions