Configure Citation Mode for Custom Actions

With citations mode, custom actions that are created by using prompt templates can be configured to show source URLs in the generated response.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions. Required add-on licenses vary by agent type.
User Permissions Needed
To configure citations mode for actions: Manage AI Agents AND the required permissions for your agent type
  OR
  Customize Application

Action should be based on a prompt template with at least 1 Einstein Search retriever.

To see citations in responses, the agent must be activated.

  1. From Setup, in the Quick Find box, enter agents, and then select Agentforce Assets..
  2. On the Actions tab, click to open the custom action that you want to configure.
  3. Under citation mode, Check the Require Input option to enable citations. When enabled, the input parameter gathers a list of sources. This input parameter is available only when the custom action is based on a prompt template.
    Make sure the custom action only uses knowledge articles the requesting user can access.
    Currently, inline citations aren’t available for custom actions that are based on prompt templates.