--- schema_version: "1" id: 99e857ecc4effede6bf15f38beb0976cdcc1fd4c934b25921e77f175cf723f61 title: Explore the Legacy Agentforce Builder collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/ai/264-0-0/agent_builder_explore.md canonical_url: https://help.salesforce.com/s/articleView?id=ai.agent_builder_explore.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: b33591703638260fc6c86b74971fb44586df58a5ffb15db160ab4584c16b0b60 description: The Legacy Agentforce Builder is a visual workspace for creating, customizing, and managing agents that support both employee and customer use cases. Use the builder to create agents for helpdesk, deal support, or product assistance and define how they communicate and perform actions. The builder provides a unified workspace for streamlined configuration and testing. products: - Agentforce - Cross Cloud release: "264" --- # Explore the Legacy Agentforce Builder The Legacy Agentforce Builder is a visual workspace for creating, customizing, and managing agents that support both employee and customer use cases. Use the builder to create agents for helpdesk, deal support, or product assistance and define how they communicate and perform actions. The builder provides a unified workspace for streamlined configuration and testing. ### Required Editions
Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions. Required add-on licenses vary by agent type.
Agentforce Builder is designed to support both common and custom use cases. With its guided templates, intuitive subagent editor, and access to standard and custom actions, Agentforce Builder allows you configure agents that are purpose-built for your organization’s needs without writing code. Agentforce Builder improves productivity by helping you build task-specific agents that operate within your business rules and respond securely with grounded, trustworthy data. The builder offers: - Guided setup for fast agent creation - Tools to preview, test, and troubleshoot agent behavior - Customization options for subagents, actions, language, tone, and channels - A scalable way to deploy agents across teams and use cases ## What You Can Do in Agentforce Builder Design, build, and deploy AI agents in Agentforce Builder to automate customer interactions, resolve inquiries, and scale your support operations efficiently. Here’s what you’ll do: - Create agents from templates or build your own from scratch - Assign subagents to define what the agent can do—like handling helpdesk requests or summarizing accounts - Connect actions to subagents using the Asset Library, including flows, invocable Apex, and Prompt Builder templates - Customize agent settings such as language, tone, and session context - Preview conversations using the built-in Conversation Preview or Testing Center - Review event logs to debug and improve agent behavior - Control deployment by managing channel availability and access permissions ## Launch the Agentforce Builder To launch the builder, go to Setup, enter Agent in the Quick Find box, and select **Agentforce Agents**. Open an existing agent or create a new one, then click **Open in Builder** to access the Agentforce Builder. When the builder opens, the left navigation sidebar lists all key configuration areas for your agent. For details about each section, see [Navigation Bar](https://help.salesforce.com/s/articleView?id=ai.agent_builder_explore.htm&release=264.0.0&type=5). ## Agentforce Builder Tour Learn how each panel in the Agentforce Builder supports agent setup, from defining subagents and connecting actions to configuring settings and reviewing test results. The Agentforce Builder provides a single workspace for streamlined configuration and testing. ![Agentforce Builder Workspace with all sections expanded: Navigation Sidebar (1), Plan Canvas (2), Conversation Preview Panel (3), Batch Test (4), Activate Button (5), Agent Name and Version (6), Settings (7), and Help Panel (8).](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ai-generative_ai-264-0-0-production-enus/f8ef6498-d7b2-44e3-9b34-ffd5a850aae9/generative_ai/images/agentforce_builder.png) - Navigation Sidebar (1) : Access essential configuration areas to define the jobs an agent can do, the data it can access, the channels it connects to, and the variables and filters that control how it operates securely. - Plan Canvas (2): Start a test conversation to preview how your agent builds a plan and responds to input. The canvas displays cards such as the selected subagent, reasoning panel, prompt used, selected action, input and output, and agent response so that you can view how the agent generated its reply. - Conversation Preview Panel (3): Simulate real-time user interactions to see how your agent responds to prompts. This panel helps you validate subagent behavior, response accuracy, and the overall experience before deploying the agent. - Edit Preview Conditions: Click ![Edit Preview Conditions Icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ai-generative_ai-264-0-0-production-enus/f8ef6498-d7b2-44e3-9b34-ffd5a850aae9/generative_ai/images/preview_icon.png) to simulate different user scenarios and test how your agent responds based on specific context values. - Refresh: Click ![Refresh Icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ai-generative_ai-264-0-0-production-enus/f8ef6498-d7b2-44e3-9b34-ffd5a850aae9/generative_ai/images/refresh_icon.png) to refresh the conversation to test updates from the beginning without starting a new session. - Batch Test (4): Launch automated testing across multiple subagents to verify agent performance at scale. Use this feature to identify issues and ensure consistency across expected interactions. See [Create a Test](https://help.salesforce.com/s/articleView?id=ai.agent_testing_center_create.htm&type=5&language=en_US). - Activate (5): [Activate your agent](https://help.salesforce.com/s/articleView?id=ai.copilot_setup_activate_deactivate.htm&type=5&language=en_US) to make it available to employees or customers. To make changes, your agent must be inactive. When active, the button label changes to Deactivate. See [Activate or Deactivate Your Agent](https://help.salesforce.com/s/articleView?id=ai.copilot_setup_activate_deactivate.htm&type=5&language=en_US). - Agent Name and Version (6): View the name of the selected agent and switch between available versions. See [Manage Agent Versions](https://help.salesforce.com/s/articleView?id=ai.agent_versions.htm&type=5&language=en_US). - Settings (7): Edit Agent Details such as the name, role, description, and other configuration settings. - Help (8): Access comprehensive support by viewing Salesforce Help and Trailhead modules in a new tab for more information. ## Navigation Bar The vertical navigation panel provides quick access to key areas for agent setup—subagents, data sources, connections, context variables, language settings, and event logs. Use this panel to move between each configuration step. ![Navigation Sidebar expanded to show configuration options including Subagents, Actions, Channels, Variables, and Filters.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ai-generative_ai-264-0-0-production-enus/f8ef6498-d7b2-44e3-9b34-ffd5a850aae9/generative_ai/images/navigation_bar.png) - Subagents (1): Define what your agent can do by [assigning instructions](https://help.salesforce.com/s/articleView?id=ai.copilot_topics_instructions.htm&type=5&language=en_US) and grouping related actions under each subagent. You can further expand your agent's capabilities by [adding a subagent from the asset library](https://help.salesforce.com/s/articleView?id=ai.copilot_topics_add_standard.htm&type=5&language=en_US). - Data (2): Connect structured data sources that your agent can reference. Begin by [creating a data library](https://help.salesforce.com/s/articleView?id=ai.data_library_create.htm&type=5&language=en_US) and then [assigning a data library to your agent](https://help.salesforce.com/s/articleView?id=ai.agent_setup_data_sources.htm&type=5&language=en_US). - Connections (3): Configure channels such as Slack or other APIs to enable your agent to interact with external systems. See [Connecting an Employee Agent to Slack](https://help.salesforce.com/s/articleView?id=ai.agent_deploy_emp_slack.htm&type=5&language=en_US). - Context (4): Define variables to customize how your agent responds for personalized interactions, and apply filters to control its access to specific subagents and actions. Learn more about [create a custom variable for your agent](https://help.salesforce.com/s/articleView?id=ai.agent_variables_create.htm&type=5&language=en_US) and [create a filter to control access to subagents and actions](https://help.salesforce.com/s/articleView?id=ai.agent_asset_filters.htm&type=5&language=en_US). - Language (5): Configure language support and system messages for LLM responses. [Update language settings](https://help.salesforce.com/s/articleView?id=ai.copilot_setup_tone.htm&type=5&language=en_US) to refine your agent’s communication. - Events (6): View agent event logs to analyze performance and interactions. [Enable Enhanced Event Logs](https://help.salesforce.com/s/articleView?id=ai.copilot_setup_enhanced_event_logs.htm&type=5&language=en_US) to include conversation data for deeper insights.