---
schema_version: "1"
id: b4a59c56cfaf89b757aef5d9b80e41a9809430192ca1945e1891e6cae160f161
title: Edit a Help Agent with Quick Service Agent Configuration
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ai/264-0-0/help_agent_edit.md
canonical_url: https://help.salesforce.com/s/articleView?id=ai.help_agent_edit.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 24ed43c2593a36a53d6ed35a8cab8dd412c2e852bc51c7d453827780459411c5
description: Each time you edit and redeploy an agent, a new version is created to track changes over time. Whenever possible, use Quick Service Agent Configuration to manage your Help Agent, such as when updating knowledge grounding sources.
products:
  - Agentforce
  - Cross Cloud
release: "264"
---
# Edit a Help Agent with Quick Service Agent Configuration

Each time you edit and redeploy an agent, a new version is created to track changes over time. Whenever possible, use Quick Service Agent Configuration to manage your Help Agent, such as when updating knowledge grounding sources.

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ai-generative_ai-264-0-0-production-enus/f8ef6498-d7b2-44e3-9b34-ffd5a850aae9/images/icon_important.png)

Important For advanced customizations—such as adding custom actions, subagents, or integrations—use Agentforce Builder. However, note that if you modify any part of the [Agent Script](https://help.salesforce.com/s/articleView?id=ai.agent_script.htm&language=en_US) in Agentforce Builder, you can no longer edit the agent with Quick Service Agent Configuration.

1. In the Manage Agents section of the Help Agent Salesforce Go page, click **Go**.
    
    ![Help Agent Salesforce Go page showing the Build a Help Agent and Manage Agents sections with Go buttons](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ai-generative_ai-264-0-0-production-enus/f8ef6498-d7b2-44e3-9b34-ffd5a850aae9/generative_ai/images/help_agent_go_page_manage_agents.png)
    
    The Build and Manage Your Agents page lists all Help Agents created with Quick Service Agent Configuration.
    
    ![Build and Manage Your Agents page in setup showing a list of Help Agents with their status, template, created date, and user record](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ai-generative_ai-264-0-0-production-enus/f8ef6498-d7b2-44e3-9b34-ffd5a850aae9/generative_ai/images/help_agent_edit_agent.png)
    
    ![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ai-generative_ai-264-0-0-production-enus/f8ef6498-d7b2-44e3-9b34-ffd5a850aae9/images/icon_tip.png)
    
    Tip To see all agents across your organization, go to Agentforce Studio.
2. In the list of agents, click the name of the agent that you want to edit.
    
    The details show the current version, version’s status, knowledge sources, and channels on which the agent is deployed.
    
    ![Build and Manage Your Agents page shows the clicked agent's details in the right pane.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ai-generative_ai-264-0-0-production-enus/f8ef6498-d7b2-44e3-9b34-ffd5a850aae9/generative_ai/images/help_agent_view_agent_details.png)
3. To edit the agent version with an Active status, click **New Version**.
    
    The Meet Your Agent page shows the current configuration in the new version, which is in the Draft state. When you’re done, you’ll have to activate it.
4. Edit the agent as needed.
    
    When you click **Continue** in the Add to Channels page, the agent is saved and activated, and the Chat with Your Agent page appears.
5. To customize your agent and its instructions, next to the Add More Customizations section in the Chat with Your Agent page, click **Edit**.
    
    ![Take your agent for a spin, with Help Portal, Voice, and Web Chat](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ai-generative_ai-264-0-0-production-enus/f8ef6498-d7b2-44e3-9b34-ffd5a850aae9/generative_ai/images/help_agent_take_your_agent_for_spin.png)
    
    The agent opens in Agentforce Builder.
    
    ![The Agent Summary page shows the agent details.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ai-generative_ai-264-0-0-production-enus/f8ef6498-d7b2-44e3-9b34-ffd5a850aae9/generative_ai/images/help_agent_guided_config_agentforce_builder.png)
6. To customize the agent, click **New Version**.
7. Review and edit the settings as needed.
8. To save your changes to this version of the agent, click **Save**.
    
    Although these changes are saved, they aren’t applied to your agent in production yet.
9. To activate the agent and push these changes to your agent in production, click **Activate**, and then click **Activate** again.

- **[Agent Versions and Channels](https://help.salesforce.com/s/articleView?id=ai.help_agent_versions_channels.htm&release=264.0.0&type=5)**  
    When you create a Help Agent, Salesforce tracks your changes using versions. Understanding what is and isn't version-controlled helps you make changes safely and plan deployments effectively.

#### See Also

- [Configure Your Agent](https://help.salesforce.com/s/articleView?id=ai.agent_parent_configure.htm&type=5&language=en_US)
- [Versioning and Editing Agents](https://help.salesforce.com/s/articleView?id=ai.agent_versions_lifecycle.htm&type=5&language=en_US)