--- schema_version: "1" id: 46fd79533a5094ff5ace6baefeb8ac0b48e245d555ff2564a179cd91ac006611 title: Create an Agent from an Agentforce Employee Agent Template collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/ai/264-0-0/agent_employee_agent_setup.md canonical_url: https://help.salesforce.com/s/articleView?id=ai.agent_employee_agent_setup.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: df08fd4ef5f199e20c3af6687897ae00473840ca0d933e29305f69bd1e15f17b description: Agentforce Employee agents help employees find information, complete tasks, and access personalized support across channels. Use Agentforce Employee agent templates to build agents that serve specific departmental needs, support role-based access, and scale securely across the organization. Unlike other agent templates, Employee agents are designed for internal employees, run in the logged-in user context, and you can assign each Employee agent to specific profiles or users. products: - Agentforce - Cross Cloud release: "264" --- # Create an Agent from an Agentforce Employee Agent Template Agentforce Employee agents help employees find information, complete tasks, and access personalized support across channels. Use Agentforce Employee agent templates to build agents that serve specific departmental needs, support role-based access, and scale securely across the organization. Unlike other agent templates, Employee agents are designed for internal employees, run in the logged-in user context, and you can assign each Employee agent to specific profiles or users. ### Required Editions
Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions. Required add-on licenses vary by agent type.
User Permissions Needed  
To build and manage Employee agents:

Manage AI Agents

OR

Customize Application
Before you begin, [set up Einstein Generative AI](https://help.salesforce.com/s/articleView?id=ai.generative_ai_enable.htm&release=264.0.0&type=5 "Set up Einstein generative AI to get access to powerful generative AI features.") and [enable Agentforce](https://help.salesforce.com/s/articleView?id=ai.agent_setup_enable.htm&release=264.0.0&type=5 "Turn on Agentforce to start building, customizing, testing, and launching AI agents."). - **[Manage Employee Agent Access](https://help.salesforce.com/s/articleView?id=ai.agent_manage_aea_access.htm&release=264.0.0&type=5)** Control user access to specific Agentforce Employee agents with permission sets or profiles. In Agentforce Builder, use the Agent Access page. In the legacy Agentforce Builder, use the Agent Access tab. #### See Also - [_Trailhead_: Quick Start: Create Employee Agents in Agentforce](https://trailhead.salesforce.com/content/learn/projects/quick-start-create-employee-agents-in-agentforce) - [_Agentforce Workshop_: Get Hands On with Employee Agents](https://developer.salesforce.com/agentforce-workshop/employee-agents/overview) ## Create an Agent from an Employee Agent Template 1. From the App Launcher, enter Agent, and then select the **Agentforce Studio** app. 2. On the Agents tab, click **New Agent**. 3. Select an Agentforce Employee agent template. Enter the agent's name and then click **Let's Go**. 4. In the Settings section, define the settings that determine how your agent behaves in conversations, such as [system messages](https://help.salesforce.com/s/articleView?id=ai.copilot_setup_system_messages.htm&release=264.0.0&type=5 "Agent-level instructions provide your agent with guidance on how to interact in all situations, including any rules it should follow. Your agent sends system messages, such as welcome and error messages, when your users begins chatting with an agent and if they encounter system errors.") and [language settings](https://help.salesforce.com/s/articleView?id=ai.copilot_setup_tone.htm&release=264.0.0&type=5 "Change the language and tone of your agent’s messages to better suit your company’s brand."). 5. In the Subagents section, manage and customize your agent's [subagents](https://help.salesforce.com/s/articleView?id=ai.agent_topics_manage.htm&release=264.0.0&type=5 "Add and remove subagents from your agent. Create custom subagents. Manage subagents in the asset library.") and [actions](https://help.salesforce.com/s/articleView?id=ai.agent_actions_custom.htm&release=264.0.0&type=5 "You can create a custom action from the asset library or from within an agent in Agentforce Builder. When you create an action from the asset library, it’s available to add to multiple agents and versions. When you create an action from within an agent in Agentforce Builder, it’s available only to that agent."). 6. In the Data section, select a data library. The Answer Questions with Knowledge action grounds your agent's responses with it. To create or manage data libraries, see [Setting Up Data Libraries](https://help.salesforce.com/s/articleView?id=ai.data_library_setup.htm&release=264.0.0&type=5 "Use Agentforce Data Library to configure the Knowledge Action and enhance the accuracy of AI in your features."). 7. Test your agent and confirm that it performs as expected and meets your security standards on the **Preview** tab. For more details about testing, see [Preview and Test in Agentforce Builder](https://help.salesforce.com/s/articleView?id=ai.agent_preview_and_test.htm&release=264.0.0&type=5 "Manual testing, like you do in Agentforce Builder, is the starting point for validating your agent’s performance. It offers a detailed, step-by-step evaluation of your agent's interactions and utterances and is especially effective for confirming configurations and exploring how the agent responds to different inputs. Throughout the agent lifecycle, plan to revisit manual testing in Agentforce Builder, especially after making changes to your agent."). To give your users access to your agent in Lightning Experience and mobile, see [Manage Employee Agent Access in Agentforce Builder](https://help.salesforce.com/s/articleView?id=ai.agent_manage_aea_access.htm&release=264.0.0&type=5 "To give users access to an Agentforce Employee agent created in Agentforce Builder, add permission sets or profiles on the agent's Agent Access page."). You can also connect your agent to [Enhanced Web Chat v1](https://help.salesforce.com/s/articleView?id=ai.agent_deploy_enhanced_chat_v1.htm&release=264.0.0&type=5 "Add an Agentforce Employee agent to your Experience Cloud site with Enhanced Web Chat v1."), [Enhanced Chat v2](https://help.salesforce.com/s/articleView?id=ai.service_agent_deploy_enhanced_chat_v2.htm&release=264.0.0&type=5 "To connect an agent to Enhanced Chat v2 in the new Agentforce Builder, set up the Enhanced Chat v2 connection. Agentforce Builder creates the channel and Enhanced Chat v2 deployment for you. Set up Agentforce Voice for Enhanced Chat v2 so that users can switch between speech and text when they chat with an Agentforce Service agent."), or [Slack](https://slack.com/help/articles/36218109305875-Set-up-and-manage-Agentforce-in-Slack). When you're ready, [activate your agent](https://help.salesforce.com/s/articleView?id=ai.copilot_setup_activate_deactivate.htm&release=264.0.0&type=5 "Activate your agent to make it available to your customers or employees. When an agent is deployed to one or more channels, including the Agentforce panel, activating the agent makes it immediately available to your users."). ## Create an Agent from an Employee Agent Template in the Legacy Agentforce Builder ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ai-generative_ai-264-0-0-production-enus/f8ef6498-d7b2-44e3-9b34-ffd5a850aae9/images/icon_note.png) Note Starting the week of July 13, 2026, you can no longer create agents in the legacy Agentforce Builder in Setup. Instead, create an agent in Agentforce Builder in Agentforce Studio. Or [upgrade an agent](https://help.salesforce.com/s/articleView?id=ai.agent_setup_create_upgrade.htm&release=264.0.0&type=5 "Create a new version of an agent from the legacy Agentforce Builder in Setup in the new Agentforce Builder in Agentforce Studio, with just a few clicks. The new version contains all of the original agent's subagents, actions, system messages and settings, data, and connections, converted to Agent Script. Upgrading an agent doesn't affect the original agent in the legacy builder. You can continue to access and edit the agent in the legacy builder.") from the legacy builder to the new builder. For the latest features and enhancements, we recommend migrating existing agents from the legacy builder to the new builder. [Learn more.](https://help.salesforce.com/s/articleView?id=ai.agent_migrate_parent.htm&release=264.0.0&type=5 "If you’re an Agentforce customer using agents you built in our legacy builder, this guide is for you. It’s a centralized resource for migrating your existing agents from the legacy Agentforce Builder in Salesforce Setup to the new Agentforce Builder in the Agentforce Studio app. It helps you decide if, why, and how to migrate, and it covers the tools and guidance you need to make your migration cost- and time-effective. Use it to go from a prompt-based, sometimes unpredictable agent to a precise, reliable agent that reasons when it has to and just gets things done when it doesn’t.") 1. From Setup, in the Quick Find box, enter Agent, and select **Agentforce Agents**. 2. Click **New Agent**. 3. Select **Create from a Template**, select the template that you want to use, and then click **Next**. 4. Review the agent's subagents and actions that come with your template. You can customize these subagents and actions later, but if any of them don’t apply to your use cases, remove them, and then click **Next**. 5. Define your agent's settings, such as [system messages](https://help.salesforce.com/s/articleView?id=ai.copilot_setup_system_messages.htm&release=264.0.0&type=5 "Agent-level instructions provide your agent with guidance on how to interact in all situations, including any rules it should follow. Your agent sends system messages, such as welcome and error messages, when your users begins chatting with an agent and if they encounter system errors.") and [language settings](https://help.salesforce.com/s/articleView?id=ai.copilot_setup_tone.htm&release=264.0.0&type=5 "Change the language and tone of your agent’s messages to better suit your company’s brand."). These settings determine how agents behave and present themselves in conversations. 6. Select a data source to ground your agent's responses with the Answer Questions with Knowledge action, and then click **Create**. For more information about data libraries, see [Agentforce Data Library](https://help.salesforce.com/s/articleView?id=ai.data_library_parent.htm&release=264.0.0&type=5 "Improve accuracy, add personalization, and build trust in gen AI responses when you assign data libraries to your Agentforce features. Agentforce Data Library uses grounding to index your knowledge articles and fields, your file uploads, or web sources, so that AI agents know which information to base responses on. With this index, AI agents can ensure the accuracy of LLM responses against your organization’s information so that you get the best results.") 7. [Configure your agent with subagents, actions, and other agent assets.](https://help.salesforce.com/s/articleView?id=ai.agent_parent_configure.htm&release=264.0.0&type=5 "Customize your agent so that it fits your company’s use cases. Learn how to use Agentforce Builder and agent assets, including subagents, actions, filters, and variables, so that you can customize out-of-the-box solutions or create your own.") 8. Test your agent in Agentforce Builder to confirm that your agent performs as expected and [meets your security standards](https://help.salesforce.com/s/articleView?id=ai.service_agent_secure_actions.htm&release=264.0.0&type=5 "Agents connected to employee channels, such as Lightning Experience, the Salesforce mobile app, and Slack, limit access to subagents and actions by default, based on the end user's context. Agentforce Service agents connected to customer channels, such as enhanced Messaging channels and Enhanced Chat, require additional configuration to ensure secure access. As you configure your agent, it's important to think through the security and identification requirements for your use case and only grant your agents the actions and access required to complete the tasks you want them to be able to complete autonomously on behalf of your customers. For sensitive actions, we recommend building customer verification directly into the action’s flow."). To give your users access to your agent in Lightning Experience and mobile, see [Manage Employee Agent Access in the Legacy Agentforce Builder](https://help.salesforce.com/s/articleView?id=ai.agent_manage_aea_access.htm&release=264.0.0&type=5 "To give users access to an Agentforce Employee agent in the legacy builder, you can add permission sets or profiles on the Agent Access tab or add agents to a permission set or profile."). Optionally, connect your agent to [Enhanced Chat v1](https://help.salesforce.com/s/articleView?id=ai.agent_deploy_enhanced_chat_v1.htm&release=264.0.0&type=5 "Add an Agentforce Employee agent to your Experience Cloud site with Enhanced Web Chat v1.") or [Slack](https://slack.com/help/articles/36218109305875-Set-up-and-manage-Agentforce-in-Slack). When you're ready, [activate your agent](https://help.salesforce.com/s/articleView?id=ai.copilot_setup_activate_deactivate.htm&release=264.0.0&type=5 "Activate your agent to make it available to your customers or employees. When an agent is deployed to one or more channels, including the Agentforce panel, activating the agent makes it immediately available to your users.").