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Testing Agentforce Engagement Nudge Emails in Agentforce Builder

To see how your Engagement agent generates nudge emails to prospects who haven’t yet replied, use the Preview panel in Agentforce Builder. The agent generates nudge emails using the lead, contact, or person account record details and the Draft Nudge Email prompt template.

Required Editions

Available in: Lightning Experience in Enterprise, Performance, and Unlimited editions with Sales and Einstein for Sales.
User Permissions Needed
To set up Agentforce Engagement: Configure Engagement Agent

In Agentforce Builder, enter testing scenario values, an utterance in the chat window, and view the resulting nudge email.

  1. In Setup, enter Agents in the Quick Find box. Then click Agentforce Agents.
  2. In the agent list, click Einstein Sales Development Rep.
  3. On the Agent Details page, click Open in Builder.
  4. On the Subagents tab, click the Send Outreach subagent, then click the This Subagent's Actions tab.
  5. Click the Sales SDR: Draft Nudge Email action. This is the action you are going to test.
  6. Click the Preview As button.
  7. In the Preview As panel, fill the fields according to what you want to test.
    1. For Email Scenario, choose Nudge.
    2. For Record, choose the prospect record you want to test with. This is the prospect the Engagement agent will use to customize its email.
    3. For the Email Body field, enter a sample introductory outreach email or a previous nudge email. The previous email the agent sent to the prospect is used to ground the subsequent nudge emails.
    4. For the Record Owner’s Inbox Enabled field, choose whether you want to test as if the record owner has Inbox turned on or not.
    5. For the Agent’s Last Nudge Stage, choose True to test the agent’s final nudge to a prospect, or False to test earlier nudges to the prospect.
  8. To close the Preview Conditions panel, click the Back button.
  9. In the Chat box, enter Draft a nudge or followup email.
  10. Click Send.

The agent generates an introductory email to the prospect using the parameters you entered. Agentforce Builder shows you the processing performed by the agent while generating the email. Because you aren’t actually sending the generated email during testing, an email scheduling error appears. You can ignore this error.

The email subject and body appear in the Output panel of the Sales SDR: Draft Nudge Email action. Check the email to see if it meets your business requirements.