Now that you’ve created an agent, complete the remaining steps to configure it for email
messaging or web chat. Then configure supervisors to monitor agent performance, and edit record
pages so that agents can access qualification details.
Required Editions
View supported editions.
| User Permissions Needed |
| To configure and customize the Salesforce org: |
System Administrator profile AND Data Cloud Architect AND Marketing Cloud Admin
permission sets |
| To configure most settings in Marketing Cloud Next: |
Marketing Cloud Admin permission set |
| To configure required settings in Data 360: |
Data Cloud Architect permission set |
| To manage and configure the Buyer Engagement agent: |
Manage Customer Engagement Agent permission set |
| setup Task |
Details |
| Edit Record Pages |
Edit record pages to make qualification details available to agents and other users.
In each record page where you want the information to appear, add the Qualification Summary
to the AI Summary Component. See Add AI Summary to a Page. |
| Configure Omni Supervisor |
Add and manage supervisors who monitor agent performance in real time, and manage
their availability, capacity, and assignments. See Set Up Supervisors. |
