Agentforce Data Library Troubleshooting

Diagnose issues and avoid common pitfalls in your Agentforce Data Library.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, and Unlimited Editions with the Einstein for Platform or Einstein or Agentforce for Sales or Service add-on, or Agentforce Foundations

My service reps aren't seeing answers with data library information.

Make sure that your service reps have the right permissions to use features with data libraries and access sources.

Data Library type Access and Permissions
General
Knowledge

Check that:

  • The source articles are public and published. Knowledge Articles that are publicly available have IsVisibleInPkb as True. See Create a Knowledge Base with Salesforce Knowledge.
  • Your data categories are visible.
  • Service reps have Read access to the knowledge object and the knowledge article fields that're being used in the search index.
  • Service reps have the Allow View Knowledge user perm.
  • Service reps have access to the default data space.
File

Check that:

  • Service reps have access to the default data space.

What does the data library status mean?

You can see the data library status on the Agentforce Data Library setup page.

Status Meaning
Failed The library isn’t usable or won’t work the way we expect. If the data library was saved then your configuration was also saved but a retriever wasn’t created.
Not Started The retriever and search index were created but chunking hasn’t started yet. Wait for the status to change to In Progress.
In Progress The data is being chunked and the library still isn’t ready to use.
Success Chunking and search index are complete and ready to be used.