Configure a Course Operations Agent that assists faculty to manage courses, engage with students and teaching assistants, identify at-risk students, and coordinate student support.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions with Education Cloud and the applicable Agentforce add-on license |
| User Permissions Needed | |
|---|---|
| To set up Course Operations Topics in Agentforce: |
Education Cloud Full Access AND Prompt Template Manager AND Agentforce Default Admin |
Before you start:
- Set up Education Cloud for Agentforce.
- Turn on Advanced Academic Operations.
-
Turn on Course Operations Agent.
- From Setup, find and select Set Up Education Cloud.
- Under Set Up Agentforce for Education Cloud, turn on Course Operations Agent.
-
Assign these permissions to all users. See Assign
Permission Sets to Users.
- Education Cloud Full Access
- Education Cloud Advanced Academic Operations Admin Access
- Prompt Template User
- Agentforce for Education Cloud Access
- Omnistudio User
- Assign the Omnistudio Admin permission set to admin users.
-
Create an agent from the Agentforce Employee Agent
template.
As part of the setup process, customize your agent settings and add the Course Operations subagents.
For example, in Settings:
- For Agent Details, enter a description: An AI assistant for faculty.
- For System, enter agent-level instructions: Help faculty by creating a Slack channel for each course offering, publishing a canvas for the course syllabus, and maintaining participant lists.
- Remove any unnecessary subagents.
- Provide users with access to the agent.