Configure Service Agent Managers

When Service agents are enabled for your Salesforce org, Salesforce admins can create and edit service agents. To define other users as Service agent managers so that they can also create and edit service agents, assign those users the Manage Agentforce Service Agents permission set.

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 build and manage Service Agents:

Manage Agentforce Service Agents AND Manage AI Agents

OR

Customize Application

  1. From Setup, in the Quick Find box, enter and select Users.
  2. Select the name of the user you want to allow to edit Service Agents, and then scroll down to the Permission Set Assignments and click the Edit Assignments button.
  3. Enable the Manage Agentforce Service Agent permission set.
    Note
    Note This permission set contains the Manage AI Agents permission, which is required to access Agentforce Builder. Manage AI Agents grants org-wide management access to all agents, not just the agent type or template named in the permission set. Users with this permission can manage, activate, and deactivate agents, customize subagents and actions, and monitor agent activity. Assign this permission set only to users who require org-wide agent management access.
  4. Save your changes.