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Employee Agent connections to Lightning Experience and Mobile

Key Takeaway

An Agentforce Employee agent needs no separate channel setup for Lightning Experience and the Salesforce mobile app. Grant users access through a permission set or profile, then activate the agent.

An Agentforce Employee agent is an AI agent built for a company's own employees. Connecting it to Lightning Experience and the Salesforce mobile app needs no separate channel setup. After users have access and the agent is active, it appears where they already work. Most of the real work is deciding who can see each agent and making it easy for users to choose the right one.

What activation does

Deploying an Agentforce Employee agent to Lightning Experience and the Salesforce mobile app is as easy as activating the agent. After the agent is active, it appears in the Agentforce panel in Lightning Experience and in the Salesforce mobile app. It appears there only for users who have access to it.

Activation is the connection path for Agentforce Employee agents, not Agentforce Service agents. Other agent types have their own channel support.

Employee channels include the Agentforce panel in Lightning Experience, Slack, and the Salesforce mobile app. Slack works differently from the other two. Connecting an Employee agent to Slack involves additional authentication or licensing steps, so activation alone does not complete that connection.

Agentforce Specialist Study Guide

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Explain the process for connecting agents to various channels such as digital experience, email, voice, and Slack.

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