Connect an Agent to Lightning Experience and Mobile

Deploying Agentforce Employee agents to Lightning Experience and the Salesforce mobile app is as easy as activating your agent.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions. Required add-on licenses vary by agent type.

Check markThis article applies to: Agentforce Employee agents

Cross markThis article doesn't apply to: Agentforce Service agents

To learn about channel support for other agent types, see the documentation for that type.

User Permissions Needed
To connect an Employee agent to Lightning Experience and mobile:

Manage AI Agents

OR

Customize Application

Before connecting your agent to Lightning Experience or the Salesforce mobile app, give your users access to your agent. You can adjust user access while your agent is active.

When you activate an agent, it's available in the Agentforce panel in Lightning Experience and in the Salesforce mobile app for users who have access to it.

If a user has access to multiple agents, they can select which agent to interact with from the Agent Picker dropdown. Agents are sorted by creation date, with the oldest agent appearing first. Only the active version of each agent is displayed. Give each agent a clear, descriptive name so users can easily identify the appropriate agent for their task.