Build and customize agents for your financial services use cases in the new Agentforce Builder in Agentforce Studio. The Agentforce Financial Services agents are now available in the new builder, which uses guided setup, built-in AI assistance, and Agent Script-powered workflows to help you create agents that follow your business rules. Preview, test, trace, and debug agent behavior to deliver higher-quality experiences with less development effort. More financial services agents move to the new builder in upcoming releases.
Where: This change applies to Lightning Experience in Enterprise, Performance, and Unlimited editions with the Agentforce for Financial Services add-on license or included in Agentforce 1 Financial Services Edition.
Why: Building and maintaining custom agents across two separate builders adds administrative overhead. The new Agentforce Builder gives admins guided, AI-assisted tooling to create, test, and debug agents in one place, reducing setup time and development effort.
How: From the Agents tab in Agentforce Studio, click New Agent, and then select a template. To upgrade an existing agent, go to Agentforce Agents Setup and click Upgrade next to your agent. Your existing agents aren't affected. You can continue to edit, activate, and manage the agents already in your org.
These Financial Services templates are available in the new builder.
- Banking Relationship Assistance
- Collections and Recovery Assistance
- Complaint Management Assistance
- Financial Advisor Assistance
- Loan Product Assistance
- Insurance Service Assistance
- Claims Service Employee Assistance
- Banking Service Customer Assistance
- Banking Service Employee Assistance