You can customize your Engagement agent behavior by editing its Agentforce Builder settings, the included prompt templates, or the Opt Out Lead action.
Required Editions
| Available in: Lightning Experience in Enterprise, Performance, and Unlimited editions with the Agentforce Engagement add-on. |
Note Agents created in Salesforce Go with the Engagement template are
built with Agent Script. To make changes to these agents, use the guided setup experience in
Salesforce Go. For deeper customizations, such as adding specific business rules and logic,
use the Agentforce Builder found in the Agentforce Studio app. For new agents, Salesforce
recommends starting with this template.
Agents created in Salesforce Go with the earlier Engagement (Legacy) template are built with modular subagents, actions, and prompt templates. For deeper customizations, these agents can be edited in the earlier version of Agentforce Builder found in Setup
- Engagement Agent Subagents, Actions, and Prompt Templates
To generate appropriate, customized emails, the Agentforce Engagement agent template includes these subagents, actions, and prompt templates. - Testing Agentforce Engagement Actions and Email with Agentforce Builder Preview
When preparing to use Agentforce Engagement, you can ensure you’re satisfied with the agent’s work by testing how the agent generates and schedules its emails. When you test in Agentforce Builder, you can sanity check your agent’s subagents and actions individually. - Batch Test Agentforce Engagement Actions and Email with Testing Center
Test intro emails, nudges, and replies against multiple records at once using a comma separated values (CSV) spreadsheet file designed for batch testing. Each CSV file can test a single scenario across multiple leads, contacts, or person accounts.