Create your AI agents and set them up for success.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with Field Service and Foundations. Also available with Einstein 1 Field Service Edition or Agentforce 1 Field Service Edition. |
- Complete Prerequisites for Autonomous Scheduling in the Legacy Agentforce Builder
Make sure to complete these steps before creating your agents. - Set Up Customer-Initiated Scheduling for Field Service in the Legacy Agentforce Builder
Customer-Initiated Scheduling can be implemented using Agentforce Service Agent or Scheduling agent. You can use any supported messaging channel or Enhanced Chat. Common use cases include allowing customers to interact with the agent directly in the various channels, or allowing contractors and internal employees, who don’t have direct access to the org, to interact with the agent via the Partner Community. - Set Up Customer Outreach for Autonomous Scheduling in Field Service in the Legacy Agentforce Builder
Create agents, messaging components, and flows. Then, route your conversations to the appropriate agent. - Assign Permissions for Autonomous Scheduling in the Legacy Agentforce Builder
Create and assign permissions to users.