Installing prompts and instructions in Agent Builder
Key Takeaway
Instructions and prompt template actions live inside subagents in Agentforce Builder. After you change them, test in the Preview panel, then commit and activate a version, because a saved draft isn't live.
In Agentforce Builder, you shape what an agent does in two main ways. You write instructions, which are plain-language guidelines that tell the agent how to behave. You also connect prompt templates from Prompt Builder to the agent as actions. After you add or change either one, you test the agent in the Preview panel. Then you commit and activate a version so that users get the change.
Where you build agents and prompt templates
Agentforce Builder is where you build, customize and test agents. You open it from Agentforce Studio:
- Open Agentforce Studio from the App Launcher.
- Open an existing agent, or click "New Agent".
Agentforce Studio also has a Build pane, and that is where you create or modify prompt templates.
Agentforce Builder has a legacy builder and a new builder. Some features differ between them, so the sections below say which builder a feature belongs to.