Learn about the different states of agents as you create and iterate on your agents, including editable states and how to version your agent.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions. Required add-on licenses vary by agent type. |
- 1. Create an agent
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When you create a new agent or a new agent version, you create an editable draft of your agent.
- 2. Modify your agent and test your changes
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As you build your agent, you make changes and save them as you go. Every time you save your changes, you’re saving changes to the current agent version, and you can continue editing it.
At this point, your agent is in a draft state. You’re in the process of making lots of changes or one or more major changes, so you want to be able to make and test your changes quickly.
In the Preview panel, simulate your agent’s behavior with mock data or live test your agent’s behavior with real data in your org. Previewing your agent gives you a detailed, step-by-step trace of your agent's interactions and processes. You can also dive deeper with detailed tracing and debugging, so you can make informed, precise fixes.
When your agent is in a draft state, you can’t activate it.
- 3. Commit and activate your agent
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When you’re satisfied with your agent’s design and performance, it’s time to commit your agent. Then when you’re ready, activate your agent for your customers or employees.
If you’re familiar with Git, committing an agent version is similar to committing a change. Committing an agent version saves a snapshot of your agent version to metadata. This makes it available to activate.
After you commit an agent version, you can no longer make changes to that agent version.
- 4. Create a draft to version your agent and continue editing
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To iterate on your agent after you’ve committed a version, create a draft. Creating a draft creates a new, editable version of your agent. Your draft can be edited until you commit it.
As you iterate on an agent, it’s common to create many agent versions. In Agentforce Builder, you can switch between versions from the dropdown menu in the header.
- Commit an Agent Version
Commit an agent version to save a snapshot of your agent and prepare your agent for use outside of Agentforce Builder. Your agent version must be committed to activate it. - Create a New Version of an Agent
Create multiple versions of an agent to seamlessly iterate on your agent’s design. Create a version to experiment with different instructions, subagents, or actions and preserve your current configuration. Or create a version to save as a backup, so you can revert quickly. - Compare Agent Versions
Compare multiple versions of an agent and copy improvements from one agent version to another. You can accept or decline changes individually or all at once. - Delete an Agent or Agent Version
Delete an agent or agent version to remove it entirely from Agentforce Builder. You can’t recover the agent after its deleted.