Connect your agent to a data library for structured, citation-rich responses grounded in your indexed content.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions |
| User Permissions Needed | |
|---|---|
| To manage AI agent data sources: | Data Cloud Architect permission set AND System Administrator profile |
To use Agentforce Data Libraries, you must have Data 360 set up. Data libraries consume Data 360 credits.
Before you begin, make sure your agent has the Answer Questions with Knowledge action assigned and your data library status is Ready.
When you create and configure a data library, the Agentforce Data Library indexes your selected knowledge articles and uploaded files in Data 360. Data 360 creates a search index and retriever for your library that your agent can use via the Answer Questions with Knowledge action.
- Under Apps, open Agentforce Studio and select your target agent.
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Under the Data tab, use the dropdown menu to select an
existing library. To create a new one, click Go to Agentforce Data
Library. Ensure the library status is Ready.
If you select or create a library, you can configure the knowledge fields or file uploads for your data library to index. If you create a library, it can take a few minutes for the preview conversation to update.
- To include citations in the agent's output, select Show Sources.
- Save your changes. To test out your changes, restart the preview conversation and then chat with your agent.
Use Agentforce Testing Center to generate and run tests from your knowledge sources at scale.