Ethical Guidance for Agentforce Engagement

Guidelines for Agent User Creation

When assigning personal names to AI agents, it’s important to maintain transparency by clearly communicating the agent's AI nature and function. To achieve this, always include an AI Title that explicitly describes the agent's role or task. Make the title focus on the agent's function, not on implying human-like traits.

To ensure users understand they are interacting with AI, pair a human-sounding AI Name with an AI Title that emphasizes the job, task, or service the agent provides.

For example, "Ziggy, Digital Agent" makes it clear that Ziggy is an AI performing a specific task.

• AI Title and Hard Coded Messages

  The email intro and footer are hardcoded with the title "Digital Agent." If you change the AI Title, ensure it aligns with the hard-coded language to avoid inconsistent or conflicting messaging. If you change the AI title and want it reflected in generated emails, then use Prompt Builder to edit the hardcoded disclosure.

• Name and Title Distinctions

  Use a human-like AI Name and a descriptive AI Title that clearly states the agent’s function. To maintain clear messaging about the agent's AI nature and role, ensure the AI Name and Title work together with any hardcoded intros or footers.

• Standard Introduction Format

  I am [Agent Name], the [AI title] for Acme

Guidelines for Creating an Agent’s External Email Account

When using personal names for AI agents, always ensure the agent's function is explicitly mentioned to maintain transparency about its AI nature. The naming convention should clearly communicate the following:

• Automation

  Indicate that the agent is AI-driven.

  Do	Do not
  Heather Cartino's Digital Agent	Digital Agent
  Nexa AI of Acme	Nexa

• Adhere to Working Hours

  Ensure messages are sent during times when prospects are most likely to be available by adhering to appropriate working hours. Be mindful of the recipient's time zone. This approach increases the chances of positive engagement.

• Be Mindful of the Number of Messages Sent

  To prevent overreach, set a cap on the number of messages that can be sent to a single recipient within a specified time frame within the Engagement Rules. This helps maintain domain deliverability and increases the chances of prospect engagement. In Agentforce Builder, the default Engagement Rules for your Engagement agent adhere to these guidelines.

• Ensure Transparency in AI Communications

  To maintain transparency, Salesforce provides hard-coded email footers that aren't editable to ensure that AI-generated communications are clearly identified. We represent the sender as an AI agent and explicitly indicate the auto-generated nature of the messages. For example:

  • This email was generated by AI.
  • This email was generated by a digital agent.