--- schema_version: "1" id: 2e62b98c4f7e0be426e80c66b95e120a8fe23b76b056d445ea30ffe8b16181b4 title: Create an Agent collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/ai/264-0-0/agent_setup_create.md canonical_url: https://help.salesforce.com/s/articleView?id=ai.agent_setup_create.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: f4684c2920fbdaf7069b6c1ac0ff61d335d1040631e782e13599d207d7bc58b2 description: Create intelligent, trusted, and customizable agents for your customers and employees. products: - Agentforce - Cross Cloud release: "264" --- # Create an Agent Create intelligent, trusted, and customizable agents for your customers and employees. ### Required Editions
Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions. Required add-on licenses vary by agent type.
![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.") You can create agents in multiple ways. To start with an agent for a common business use case, create an agent from a template. A template includes relevant subagents and actions, as well as default system messages, variables, and filters. To create an agent from a template, you must have the permissions for the associated agent type, as well as any additional permissions required for the template. For custom use cases, create an agent with the help of generative AI. Describe the job you want your agent to be able to do. Then Salesforce creates subagents based on your description and the actions available to your agent. To create an agent with gen AI, you must have the permissions for the associated agent type. - **[Create a Custom Agent with AI Assistance](https://help.salesforce.com/s/articleView?id=ai.copilot_create_gen_ai_agent.htm&release=264.0.0&type=5)** Use AI assistance to create a custom Agentforce Service agent for your business. - **[Create an Agent from an Agentforce Service Agent Template](https://help.salesforce.com/s/articleView?id=ai.service_agent_setup.htm&release=264.0.0&type=5)** Agentforce Service agents intelligently support your customers by connecting to messaging and other channels and escalating to reps when necessary. Use the default Agentforce Service Agent template to create an agent designed to resolve common support cases and requests. Or select from more specialized templates to fit your use case. - **[Set Up a Help Agent](https://help.salesforce.com/s/articleView?id=ai.help_agent_setup.htm&release=264.0.0&type=5)** Help Agents provide 24/7 self-service support to your customers across web chat, help portals, and voice channels, grounded in your knowledge base. Use the Help Agent template to quickly create and configure an agent that resolves customer issues and seamlessly escalates to service reps when needed. - **[Create an Agent from an Agentforce Employee Agent Template](https://help.salesforce.com/s/articleView?id=ai.agent_employee_agent_setup.htm&release=264.0.0&type=5)** 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. - **[Upgrade an Agent from the Legacy Builder to the New Builder](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. - **[Create the Agentforce (Default) Agent in the Legacy Builder](https://help.salesforce.com/s/articleView?id=ai.agent_setup_enable_default.htm&release=264.0.0&type=5)** Help your employees accomplish key business tasks in Salesforce and Slack with the default AI assistant for Salesforce CRM. - **[Migrate from Agentforce (Default) to Agentforce Employee Agent](https://help.salesforce.com/s/articleView?id=ai.migrate_agentforce_default_to_aea.htm&release=264.0.0&type=5)** Discover the key differences between Agentforce (Default) and Agentforce Employee agent, and learn how to seamlessly migrate your default agents. The migration flow creates a new Employee agent with the same subagents and actions, variables and settings as your default agent. You can fine-tune your Agentforce (Default) agent into multiple employee agent personas, each specializing in different use cases, with improved access control and channel integrations. #### See Also - [Agent Types and Considerations](https://help.salesforce.com/s/articleView?id=ai.agent_setup_explore_types.htm&release=264.0.0&type=5 "Learn about agent types and default templates for specific clouds and common use cases.") - [Configure Your Agent](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.")