---
schema_version: "1"
id: cde7cf674689e077584715e9bdf33175febb3d20a6e9829694a337eb18709dbb
title: Create Agents for Financial Services in the New Agentforce Builder
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/release-notes/264-0-0/rn_fsc_agentforce_builder.md
canonical_url: https://help.salesforce.com/s/articleView?id=release-notes.rn_fsc_agentforce_builder.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: b23596dcf8876584408cb27f4433d9f4d97d6699dcc3c6e78980547bb0ddcea2
description: 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.
products:
  - Cross Cloud
release: "264"
---
# Create Agents for Financial Services in the New Agentforce Builder

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

#### See Also

- [_Salesforce Help_: Agentforce for Financial Services](https://help.salesforce.com/s/articleView?id=ind.fsc_agents_overview.htm&language=en_US)
- [_Salesforce Help_: Build Enterprise-Ready Agents with the New Agentforce Builder](https://help.salesforce.com/s/articleView?id=ai.agent_builder_intro.htm&type=5&language=en_US)
- [_Salesforce Help_: Upgrade an Agent From the Legacy Builder to the New Builder](https://help.salesforce.com/s/articleView?id=ai.agent_setup_create_upgrade.htm&language=en_US&type=5)