---
schema_version: "1"
id: af862a079e3964dc4e720e747b65e4be2d594fc560e669e34f38bab318269a96
title: Set Up the Field Service Dispatching Agent
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/fs_einstein_agentforce_dispatcher_setup.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.fs_einstein_agentforce_dispatcher_setup.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: acaef3ed60dba0b07cd2fb5d99cf77a17f33711c9cf24019e498b5989323f321
description: Follow the steps to set up the Field Service Dispatching agent.
products:
  - Field Service
release: "264"
---
# Set Up the Field Service Dispatching Agent

Follow the steps to set up the Field Service Dispatching 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 an <strong>Agentforce for Field Service</strong> license. Also available with <strong>Einstein 1 Field Service</strong> Edition or <strong>Agentforce 1 Field Service</strong> Edition.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col>
          <col>
        </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="d24216e84">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d24216e84 ">To create and assign permission sets: </td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d24216e84 ">Manage Profiles and Permission Sets </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d24216e84 ">To manage agents: </td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d24216e84 ">Manage Agentforce Default Agent </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d24216e84 ">To add the Field Service subagents and actions: </td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d24216e84 ">Access Agent Topics and Actions for Field Service </td>

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

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/images/icon_note.png)

Note Starting the week of July 13, 2026, you can no longer create agents in the legacy Agentforce Builder in Setup. Instead, create an agent in Agentforce Builder in Agentforce Studio. Or [upgrade an agent](https://help.salesforce.com/s/articleView?id=ai.agent_setup_create_upgrade.htm&language=en_US&type=5) from the legacy builder to the new builder. For the latest features and enhancements, we recommend migrating existing agents from the legacy builder to the new builder. [Learn more](https://help.salesforce.com/s/articleView?id=ai.agent_migrate_parent.htm&language=en_US&type=5).

Before you begin, make sure that [Einstein Generative AI](https://help.salesforce.com/s/articleView?id=ai.generative_ai_enable.htm&language=en_US&type=5) was set up and that [Agentforce is enabled](https://help.salesforce.com/s/articleView?id=ai.agent_setup_enable.htm&language=en_US&type=5).

The following instructions are relevant for agents created in the new Agentforce Builder. For instructions for the legacy Agentforce builder, see the [platform documentation](https://help.salesforce.com/s/articleView?id=ai.agent_employee_agent_setup.htm&language=en_US&type=5).

## Create an Agent from an Employee Agent Template

1. From the App Launcher, enter Agent, and then select the **Agentforce Studio** app.
2. On the Agents tab, click **New Agent**.
3. Select the **Field Service Dispatching** agent template.
4. Enter the agent’s name and then click **Let’s Go**.
5. Review your agent in Agentforce Builder.
    1. In the Settings section, define the settings that determine how your agent behaves in conversations, such as [system messages](https://help.salesforce.com/s/articleView?id=ai.copilot_setup_system_messages.htm&language=en_US&type=5) and [language settings](https://help.salesforce.com/s/articleView?id=ai.copilot_setup_tone.htm&language=en_US&type=5).
    2. In the Subagents section, manage and customize your agent’s [subagents](https://help.salesforce.com/s/articleView?id=ai.agent_topics_manage.htm&language=en_US&type=5) and [actions](https://help.salesforce.com/s/articleView?id=ai.agent_actions_custom.htm&language=en_US&type=5).
    3. In the Data section, select a data library. The Answer Questions with Knowledge action grounds your agent’s responses with it. To create or manage data libraries, see [Setting Up Data Libraries](https://help.salesforce.com/s/articleView?id=ai.data_library_setup.htm&language=en_US&type=5).
6. Test your agent and confirm that it performs as expected and meets your security standards on the Preview tab. For more details about testing, see [Preview and Test in Agentforce Builder](https://help.salesforce.com/s/articleView?id=ai.agent_preview_and_test.htm&language=en_US&type=5).
7. You can also connect your agent to [Enhanced Web Chat v1](https://help.salesforce.com/s/articleView?id=ai.agent_deploy_enhanced_chat_v1.htm&language=en_US&type=5#connect_aea_v1), [Enhanced Chat v2](https://help.salesforce.com/s/articleView?id=ai.service_agent_deploy_enhanced_chat_v2.htm&language=en_US&type=5), or [Slack](https://slack.com/help/articles/36218109305875-Set-up-and-manage-Agentforce-in-Slack).
8. When you’re ready, [commit and activate](https://help.salesforce.com/s/articleView?id=ai.copilot_setup_activate_deactivate.htm&language=en_US&type=5) your agent.
9. Instruct your dispatchers to ask Agentforce to create a scheduling summary, create filters based on the categories given in the summary, create filters based on other search criteria, or fill gaps in the schedule.

## Manage Employee Agent Access

Control user access to specific Agentforce Employee agents with permission sets or profiles.

1. Give users access to an Agentforce Employee agent created in the new Agentforce Builder.
    1. In Setup, find and select **Permission Sets** or **Profiles**.
    2. Select a permission set or profile.
    3. Edit the Enabled Agent Access settings.
    4. Select the Agentforce Employee agents that you want to give users access to and then click **Save**.
2. Give users access to the Field Service features.
    1. In Setup, find and select **Permission Sets**.
    2. Open the **Einstein Field Service User** permission set.
    3. Click **Manage Assignments** and then click **Add Assignments**.
    4. Assign the permission set to the relevant admins and dispatchers.
3. Give users access to the dashboards needed for the summary categories.
    1. From the App Launcher, find and select **Dashboards**.
    2. Click **All Folders**.
    3. In the Agentforce for Field Service Dashboards folder, click the arrow and select **Share**
    4. Give dispatchers **View** access and admins **Manage** access.
    5. Make sure that dispatcher users have the **Run Reports** and **Prompt Template User** permissions.

#### See Also

- [Trailhead: Quick Start: Create Employee Agents in Agentforce](https://trailhead.salesforce.com/content/learn/projects/quick-start-create-employee-agents-in-agentforce)
- [Agentforce Workshop: Get Hands On with Employee Agents](https://developer.salesforce.com/agentforce-workshop/employee-agents/overview)