---
schema_version: "1"
id: 8a97f46845240b32a5647c4cd9f6b705694406ff810dcc903b8efc81bc43c67e
title: Set Up a Scheduling Agent for Field Service Mobile Workers
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/mfs_agentforce_scheduling_employee.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.mfs_agentforce_scheduling_employee.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: eee795300fa4fa716ed278093c961a7936fa69fa3fa1eed7488e2e2b71d3e913
description: Let your workers schedule, reschedule, or inquire about appointments directly from Agentforce in the mobile app.
products:
  - Field Service
release: "264"
---
# Set Up a Scheduling Agent for Field Service Mobile Workers

Let your workers schedule, reschedule, or inquire about appointments directly from Agentforce in the mobile app.

### 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 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:left;vertical-align:top;" id="d161269e85">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d161269e85 ">To build and manage Employee agents:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d161269e85 ">
              <p>Manage AI Agents</p>
              <p>OR </p>
              <p style="margin-bottom:0;">Customize Application </p>
            </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).

## 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 Scheduling for Employees** agent template. Enter the agent's name and then click **Let's Go**.
4. 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).
5. 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).
6. 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.
7. Instruct your mobile workers to ask Agentforce to schedule an appointment for a customer or make last-minute schedule changes.

## 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. Assign these Field Service permission sets to the relevant mobile workers:
    - **Einstein Field Service User**
    - **Field Service AI Agent 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)