Configure your agent to initialize conversations using the user identity, recent activity, and pending tasks.
Required Editions
| Available in: Salesforce Classic and Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions |
| Available in: LWR and Aura |
| Available in: Available in Enterprise, Performance, Unlimited, and Developer Editions with Foundations or Agentforce 1 Editions. Access to some standard agent actions requires additional add-on licenses. |
| User Permissions Needed | |
|---|---|
| To create and manage Agentforce Service agents: | Manage Agentforce Service Agents permission set AND Manage AI Agents To let the agent user securely access data and perform actions, see Best Practices for Agent User Permissions. |
Grounding the agent in the Personalization API creates a greeting that references the specific context of the user.
- In the Agentforce Builder, select your Agentforce Service agent.
- Select the Init action.
- Add a step to call the Personalization API.
- Configure the step to retrieve activityEvents and the toDoList.
- Use a Prompt Template to merge these signals into a greeting.
- Select Save and Activate the agent.