Key Points to Remember

Available in: Lightning Experience in Enterprise, Performance, Unlimited, and Developer Editions with Foundations or Agentforce 1 Editions.

• Make sure the User Guidance is reflected in the prompt instructions so that the evaluation and feedback are inline with what the reps are demonstrating.
• The role-play subagent must reflect the customer or buyer persona and include any customizations related to competitive mentions, demeanor, and so on.
• The role-play subagent must clearly articulate in the classification description, scope the nature of the conversation, and the role of the agent (such as playing the part of a prospective buyer).