---
schema_version: "1"
id: 89c9c4a73f2461a73d27fb923e9bd58568392c2932220a9cac9b2c35b73ae5af
title: Complete Required Setup for the Buyer Engagement Agent
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/mktg/264-0-0/mktg_agent_buyer_engagement_complete_setup.md
canonical_url: https://help.salesforce.com/s/articleView?id=mktg.mktg_agent_buyer_engagement_complete_setup.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: ee124972636151c9a68324332bb76a6f907f641dd34f93c727a3d4c3ec0b1ab2
description: 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.
products:
  - Marketing
release: "264"
---
# Complete Required Setup for the Buyer Engagement Agent

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](https://help.salesforce.com/s/articleView?id=mktg.mktg_editions.htm&release=264.0.0&type=5 "Marketing Cloud Next is available in Growth and Advanced editions, and requires Salesforce Enterprise or Unlimited editions. Some features are limited by edition or purchased add-on. All functionality is available in Lightning Experience only.").

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:left;vertical-align:top;" id="d40668e49">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d40668e49 ">To configure and customize the Salesforce org:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d40668e49 ">System Administrator profile AND Data Cloud Architect AND Marketing Cloud Admin
              permission sets </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d40668e49 ">To configure most settings in <span>Marketing Cloud Next</span>:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d40668e49 ">Marketing Cloud Admin permission set </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d40668e49 ">To configure required settings in Data 360:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d40668e49 ">Data Cloud Architect permission set</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d40668e49 ">To manage and configure the Buyer Engagement agent:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d40668e49 ">Manage Customer Engagement Agent permission set</td>

          </tr>
        </tbody>
      </table>

 
| 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](https://help.salesforce.com/s/articleView?id=ind.einstein_summary_add_to_page.htm&language=en_US). |
| 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](https://help.salesforce.com/s/articleView?id=service.omnichannel_set_up_supervisors.htm&language=en_US). |