---
schema_version: "1"
id: 6f896b2c6e0639108aad9e36cd697653c63b66fb8c884e106b09ea59b936d658
title: Upgrade an Einstein Bot to an Agentforce Service Agent
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/bots_service_asa_create.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.bots_service_asa_create.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: c746b3019cfabf34abe7952267d99905d23d27aa8aeb12240fdb017fb70d2f76
description: Use the Upgrade Agent tool on Agentforce Labs to convert an Einstein Bot to a new Agentforce Service Agent. The tool creates the new agent separately, so your existing bot remains available while you review and configure the new agent.
products:
  - Service Cloud
  - Service Intelligence
release: "264"
---
# Upgrade an Einstein Bot to an Agentforce Service Agent

Use the Upgrade Agent tool on Agentforce Labs to convert an Einstein Bot to a new Agentforce Service Agent. The tool creates the new agent separately, so your existing bot remains available while you review and configure the new agent.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience.</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with Foundations or Agentforce 1 Editions.</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">To use enhanced Messaging channels with AI agents, <a href="https://help.salesforce.com/s/articleView?id=service.messaging_editions.htm&amp;language=en_US" target="_blank">see required editions</a>.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d84249e84">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d84249e84 ">To build and manage Einstein Bots:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d84249e84 ">
              <p>Customize Application</p>
              <p>OR</p>
              <p>Modify Metadata</p>
              <p>OR</p>
              <p style="margin-bottom:0;">Manage Bots</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d84249e84 ">To build and manage Agentforce Service agents:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d84249e84 ">
              <p>Manage Agentforce Service Agents AND Manage AI Agents AND Agentforce Default
                Admin</p>
              <p>OR</p>
              <p style="margin-bottom:0;">Customize Application</p>
            </td>

          </tr>
        </tbody>
      </table>

The Upgrade Agent tool is available on [Agentforce Labs](https://labs.agentforce.com/upgrade-agent) or through Claude Code. Choose the path that works best for your workflow.

#### See Also

- [Get to Know Agentforce Service Agent](https://help.salesforce.com/s/articleView?id=service.bots_service_asa_about.htm&release=264.0.0&type=5 "Agentforce Service Agent autonomously handles service tasks and customer interactions. Learn about it and the features it leverages.")
- [Manage Agent Settings](https://help.salesforce.com/s/articleView?id=sf.copilot_setup_settings.htm&language=en_US)
- [How the Upgrade Agent Tool Works](https://help.salesforce.com/s/articleView?id=service.bots_service_asa_how_it_works.htm&language=en_US)
- [Customize Your Agents with Subagents and Actions](https://help.salesforce.com/s/articleView?id=ai.copilot_topics_actions.htm&language=en_US)
- [Permission Set Licenses](https://help.salesforce.com/s/articleView?id=platform.users_permissionset_licenses_overview.htm&language=en_US)

## Upgrade a Bot Using the Upgrade Agent Tool

1. Go to [Agentforce Labs](https://labs.agentforce.com/upgrade-agent).
    
    Alternatively, click the **+** icon and select the bot package zip as input. However, you must still connect an org before you begin the upgrade, since the tool deploys the upgraded agent directly to the connected org.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_intelligence-264-0-0-production-enus/dcd06a7b-b5ab-448b-a767-4e2e90481508/images/icon_note.png)
    
    Note If you attach a bot package and also select a bot from a connected org, the Upgrade Agent tool upgrades the attached bot package and ignores the selected bot.
2. Click **Connect another org**.
    
    ![Connect another org](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_intelligence-264-0-0-production-enus/dcd06a7b-b5ab-448b-a767-4e2e90481508/support_intelligence/images/bots/bots_service_asa_create_select_org.png)
3. Click **\+ Add an org**.
    
    Only production orgs can be added using this method. For sandbox orgs, use the Manually connect option in the next step.
4. Click **Manually connect**.
    
    ![Add an org](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_intelligence-264-0-0-production-enus/dcd06a7b-b5ab-448b-a767-4e2e90481508/support_intelligence/images/bots/bots_service_asa_create_add_org.png)
5. Click **Connect Production Org** or **Connect Sandbox org**.
6. Optionally, use a custom domain. Enter your login domain and click **Connect**.
    
    ![Manually connect an org](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_intelligence-264-0-0-production-enus/dcd06a7b-b5ab-448b-a767-4e2e90481508/support_intelligence/images/bots/bots_service_asa_create_manually_connect.png)
    
    To connect to an internal orgfarm sandbox org, click **Add an org** > **Connect existing orgs**. This shows all internal orgs that you own. Some internal sandbox orgs can't be connected.
7. Once the org is connected, click **Pick a bot**. The tool displays all bots and versions from your org.
    
    ![Pick a bot](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_intelligence-264-0-0-production-enus/dcd06a7b-b5ab-448b-a767-4e2e90481508/support_intelligence/images/bots/bots_service_asa_create_pick_bot.png)
8. Select the bot you want to convert.
9. Select **Coding agent in browser** to run the conversion directly in the web tool without additional setup for conversion.
    
    ![Select a coding agent](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_intelligence-264-0-0-production-enus/dcd06a7b-b5ab-448b-a767-4e2e90481508/support_intelligence/images/bots/bots_service_asa_create_select_agent.png)
    
    The tool supports multiple coding agents including Coding agent in browser (default), Claude Code, Cursor, Windsurf, and others.
10. Click **Convert with Labs Agent** to start the upgrade.
    
    The Labs Agent session opens and displays the upgrade command.
11. Press **Enter** to run the command with the default upgrade prompt.
    
    The session shows the upgrade's progress. The upgrade is complete when the session displays a message confirming that the run is complete.
12. Go to [Agentforce Builder](https://help.salesforce.com/s/articleView?id=ai.agent_parent_configure.htm&type=5&language=en_US) to review, test, and activate the upgraded agent.
    
    Your Einstein Bot keeps running as is. The upgrade doesn't affect it or activate the new agent automatically.

## Upgrade a Bot Using Claude Code

1. Before using the Claude Code skill, verify that the Salesforce CLI is installed. In your terminal, run sf --version. If the CLI isn’t installed or is older than version 2.0.0, install or update it from [https://developer.salesforce.com/tools/salesforcecli](https://developer.salesforce.com/tools/salesforcecli).
2. If you have skills from the [Agentforce Development Lifecycle (ADLC) Library](https://github.com/SalesforceAIResearch/agentforce-adlc) (developing-agentforce, testing-agentforce, observe-agentforce) installed in your ~/.claude folder, delete them.
3. Create and navigate to an empty folder on your machine.
    
    This folder is used as the root folder for the upgrade process.
4. Install the Agentforce skills. In your terminal, run npx skills add forcedotcom/sf-skills.
5. Select **agentforce-bot-upgrade**, **agentforce-generate**, **agentforce-observe**, and **agentforce-test**, then install them.
6. Select **Claude Code** as the agent.
7. Select **Project** as the installation scope.
    
    This restricts the skills to the current folder. Selecting Global can cause missing symlinks and skill availability issues.
8. Create an alias for your org: sf org login web --instance-url <org\_url> --alias <org-alias>
9. Run Claude Code in your terminal and invoke the skill: /agentforce-bot-upgrade --mode online --org-alias <alias> --bots bot1:v1,bot2:v2,bot3:v3 --interactive true/false
    
    Alternatively, use natural language. For example: "I want to upgrade my Einstein bot to Service agent."
    
    The skill supports both interactive and non-interactive modes. In interactive mode, the tool prompts you for each decision. In non-interactive mode, the tool uses default settings.

After the upgrade completes, review the generated agent in Agentforce Builder. Some bot elements aren't included in the upgraded agent. For details, see [Considerations](https://help.salesforce.com/s/articleView?id=service.bots_service_agent_from_bot_considerations.htm&type=5&language=en_US) for upgrading Einstein Bots.

![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_intelligence-264-0-0-production-enus/dcd06a7b-b5ab-448b-a767-4e2e90481508/images/icon_tip.png)

Tip If you use a third-party AI tool to migrate, keep in mind that they don't always get Agent Script syntax right, even with Agentforce skills loaded. Always plan to manually review AI-suggested changes before applying them. See more tips for working with third-party AI tools.