---
schema_version: "1"
id: b5f9618de2d60e1148037d550e91f0321c1e0429b558527889ca632e26065b56
title: Test Service Assistant
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/sp_comps_build.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.sp_comps_build.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 326d1b5f3b8bd21aa225cd88289e58eefd261f1aba534862c2d2f0fb3cd27c8d
description: To test the accuracy of your Service Assistant setup, create service plans on the record page. How you test depends on the plan type you use.
products:
  - Service Cloud
  - Service Intelligence
release: "264"
---
# Test Service Assistant

To test the accuracy of your Service Assistant setup, create service plans on the record page. How you test depends on the plan type you use.

### 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;"><a href="https://help.salesforce.com/s/articleView?id=service.einstein_service_intro.htm&amp;language=en_US" target="_blank">View supported editions</a>.</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:center;vertical-align:top;" id="d94588e60">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d94588e60 ">To test Service Assistant: </td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d94588e60 ">
              <p>Service Planner Builder permission set</p>
              <p>AND</p>
              <p>Agentforce Default Admin permission set</p>
              <p>AND</p>
              <p>Data Cloud Architect permission set*</p>
              <p style="margin-bottom:0;">*Required if you use knowledge grounding. Make sure the permission set has access
                to your default data space. See <a href="https://help.salesforce.com/s/articleView?id=data.c360_a_data_spaces_associate_perm_sets.htm&amp;language=en_US&amp;type=5" target="_blank">Default Data Space Access</a>.</p>
            </td>

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

Service plans can’t be tested in the Agentforce Builder or Agentforce Testing Center because Service Assistant provides service plans through a Lightning web component on the case or messaging session record page. To test the accuracy of your service plans, draft service plans on records. In the Agentforce Builder, you can only perform a general sanity check that your subagents and instructions are selected based on your input.

We recommend that you test your top 2–3 Service Assistant use cases based on the subagents you’ve created. For example, “Payment Issue,” “Return Request,” and “Reservation Management.”

The testing guidance walks you through how to validate that your summaries and service plans are consistent with your setup configurations for subagents, eligibility criteria, and the grounding sources for each channel. You validate the same three areas across all plan types, but how you test that the plans accurately incorporate the grounding sources and how agent actions surface depend on the channel and plan type. Because of these differences, the testing guidance is broken down by plan type, so follow the guidance for your plan type.

- **Grounding sources:** Validate how the plans incorporates the record details grounding sources. For case guidance and dynamic plans, that's the fields and objects set in your Service AI Grounding configuration. For messaging sessions and voice calls, that's the conversation and call transcript Service Assistant grounds in. Service Assistant uses the record data to assign a subagent to the record and initiate service plan generation.
- **Knowledge:** For all plan types and supported objects, validate that the plans build steps from your knowledge articles using the citations and the right articles are cited based on the record context.
- **Agent actions:** For case and messaging dynamic plans, validate that Service Assistant surfaces the agent actions you've matched directly in the plan steps. For case guidance plans, agent actions aren't surfaced in the plan steps, so validate that reps can run them through agent chat.

The guidance also covers troubleshooting for the most common error you can encounter. For additional error message troubleshooting, see [Troubleshoot Error Messages](https://help.salesforce.com/s/articleView?id=service.sp_troubleshooting_and_error_messages.htm&language=en_US&type=5).

We include general testing and evaluation of knowledge grounding because it’s a commonly used feature. Review [Set Up Knowledge Grounding](https://help.salesforce.com/s/articleView?id=service.sp_ka_setup.htm&type=5&language=en_US) and [Troubleshooting Knowledge](https://help.salesforce.com/s/articleView?id=service.sp_test_knowledge.htm&type=5&language=en_US) for more setup and testing details. Testing guidance for all other grounding sources and features is available within the respective sections of [Extend Service Assistant](https://help.salesforce.com/s/articleView?id=service.sp_extend.htm&language=en_US&type=5). For testing guidance on Service Replies in Service Assistant for Messaging, see [Set Up Service Replies](https://help.salesforce.com/s/articleView?id=service.sp_sr_setup.htm&type=5&language=en_US).

- **[Test Guidance Plans](https://help.salesforce.com/s/articleView?id=service.sp_test_gp.htm&release=264.0.0&type=5)**  
    To test the accuracy of your Service Assistant setup for guidance plans, draft them on a case record and review the service plan summary, plan steps, and knowledge configuration.
- **[Test Dynamic Plans](https://help.salesforce.com/s/articleView?id=service.sp_test_dp.htm&release=264.0.0&type=5)**  
    To test the accuracy of your Service Assistant setup for dynamic plans, start them on case or messaging records and review the service plan summary, plan steps, and knowledge configuration.