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Configure Data for Your Engagement Agent

To manage the data your agent uses to answer questions and complete tasks, select or create a data library in Agentforce Data Library Setup.

Required Editions

Available in: Lightning Experience in Enterprise, Performance, and Unlimited editions with Sales and Einstein for Sales.
User Permissions Needed
To view and configure agents in Agent Builder: Configure Engagement Agent
To upload files to a Data 360 data library: Data Cloud Admin
Note
Note The Agentforce Lead Nurturing name has changed to Agentforce Engagement. The new name better describes the work the agent does to nurture existing prospects and differentiates it from the Agentforce Lead Generation agent template.
  1. On the Salesforce Go Agentforce for Sales page, in the Configure Data for Your Agent section, click Go to Agentforce Data Library Setup.
  2. In Data Library Setup, choose an existing data library or create a new one.
  3. Upload text, HTML, or PDF files containing specific information like product descriptions, price sheets, white papers, etc.
    You can upload up to 4 MB for text or HTML files, or 100 MB for PDF files. Your agent uses the information in these files to generate specific and accurate replies.