The Upgrade Agent tool analyzes your Einstein Bot's dialogs, intents, and action steps to generate an Agentforce Service Agent. The tool creates subagents based on grouped dialogs with similar intents, and generates agent actions from bot action steps.
Required Editions
| Available in: Lightning Experience. |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations or Agentforce 1 Editions. |
| To use enhanced Messaging channels with AI agents, see required editions. |
The Upgrade Agent tool is available on Agentforce Labs. The tool uses generative AI to analyze your bot and create an equivalent agent.
How Subagents Are Generated
After gathering details about your bot, the tool identifies which dialogs or dialogs groups it can create subagents from. Typically, the tool uses all dialogs that have intents and utterances. Then, Agentforce groups similar intents and dialogs together and, based on each group, generates a classification description, scope, and subagent instructions. If a dialog has custom conditional logic, that logic is included in the subagent instructions. Learn more about subagents.
How Agent Actions Are Generated
After identifying dialogs to create subagents from, the tool creates agent actions based on action steps in those dialogs. For each agent action, Agentforce generates a description and input and output parameters. Learn more about actions.
- Action steps that only help the bot navigate conversations
- Action steps that create feedback logs
Bot Dialogs with Flow-Based Action Steps
- Service Request dialog with an action step that creates a service request
- Get Service Status dialog with an actions step that retrieves a service request
- Reschedule Service dialog with an action step that updates a service request
- Customer Details dialog
- Vehicle Details dialog
Subagent with Agent Actions
Service Appointment Management subagent with Manage Service Appointment, Get Service Request, and Get Car Models actions.