To get started with deploying your agent to channels, set up connections. Each
connection includes behind-the-scenes instructions that help an agent reason and respond for
one or more channels. Each connection contains adaptive response formats that help your
agent structure responses and deliver multimedia content, such as images, buttons, links,
and videos. You can find adaptive response formats and other settings, including the
Omni-Channel flows that route conversations to and from an agent, in your connection
settings.
Required Editions
Before you begin, create an agent and turn on the required features for your channels.
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From Setup, in the Quick Find box, enter Agent, and
then select Agentforce Agents.
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Click the name of your agent. Then, on the Details page, click Open
in Builder.
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In the legacy builder, click the Connections tab. On the
panel, if you see an option to turn on the updated connections experience, click
Turn It On.
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To add a connection your agent, click Add. Depending on
the agent template that your agent uses, some connections are included by
default.
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On the Add Connections window, select one or more connections. Then, click
Add to Agent. You only see the connections available
for your agent. For more information about each connection, see Standard Agent Connection Reference.
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On the Connections panel, you see the connections that you added to your agent.
To complete setup for a connection, click the connection name.
After you complete setup for a connection, you can test it by chatting with your agent on the
connected channel.
