Agent Builder guided setup
Key Takeaway
After you click "New Agent" in Agentforce Studio, guided setup asks what the agent should do. You pick a template or describe the job, give the agent a name, and click "Let's Go" to get a working starting agent.
Guided setup is the step-by-step flow in Agentforce Builder for creating a new agent. It starts when you click New Agent in Agentforce Studio. Agentforce uses your answers to build a working starting agent with subagents and actions. You then customize and test that agent in Agentforce Builder.
Agentforce Builder and what you need
Agentforce Builder is available in Lightning Experience in these editions:
- Enterprise Edition
- Performance Edition
- Unlimited Edition
- Developer Edition
The add-on licenses you need vary by agent type. You also need the permissions for the associated agent type, whether you start from a template or from your own description. If you create the agent from a template, you also need any additional permissions that template requires.