---
schema_version: "1"
id: d5584103e825f077ebb36a3bcc389ce91179ece10b655137611d911cda82eac6
title: Set Up Course Operations Agent
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ec_set_up_course_operations_topics_in_agentforce.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ec_set_up_course_operations_topics_in_agentforce.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 0ecc9c34ea781f70abcb14bf8eac23b5381167ed82fc08f127207ee4dcc8af6c
description: 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.
products:
  - Education
release: "264"
---
# Set Up Course Operations Agent

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

<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>Unlimited</strong>, and <strong>Developer</strong> Editions with Education Cloud and the applicable Agentforce add-on license</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d13090e69">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d13090e69 ">To set up Course Operations Topics in Agentforce:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d13090e69 ">
              <p>Education Cloud Full Access</p>
              <p>AND</p>
              <p>Prompt Template Manager</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Agentforce Default Admin</p>
            </td>

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

Before you start:

- [Turn on Context Definitions](https://help.salesforce.com/s/articleView?id=ind.context_service_turn_on_context_service.htm&language=en_US&type=5)
- [Prepare your org for the Course Operations Agent](https://help.salesforce.com/s/articleView?id=sfdo.ec_prep_org_for_course_operations_agent.htm&release=264.0.0&type=5 "Provide agent actions with the required data. Define at-risk criteria, supply data for course offering participant insights, create an advising record type for cases, and create employee records for faculty members.")
- [Configure Slack for Education flows](https://help.salesforce.com/s/articleView?id=sfdo.ec_slack_for_education_flows.htm&release=264.0.0&type=5 "Customize flows to support course operations and student success workflows. These flows enhance real-time collaboration directly in Slack.")

1. [Set up Education Cloud for Agentforce](https://help.salesforce.com/s/articleView?id=sfdo.ec_set_up_agentforce_for_education_cloud.htm&release=264.0.0&type=5 "Enable Agentforce in Education Cloud to create AI-powered virtual agents to help students, parents, and staff get the information they need, when they need it. Einstein Generative AI for Education Cloud powers the virtual agents that can answer questions about admissions, enrollment, financial aid, and other relevant areas.").
2. [Turn on Advanced Academic Operations](https://help.salesforce.com/s/articleView?id=sfdo.ec_advanced_academic_operations.htm&release=264.0.0&type=5 "Use Advanced Academic Operations to extend Education Cloud with student information system (SIS) capabilities that streamline and automate academic processes.").
3. Turn on Course Operations Agent.
    1. From Setup, find and select **Set Up Education Cloud**.
    2. Under Set Up Agentforce for Education Cloud, turn on **Course Operations Agent**.
4. Assign these permissions to all users. See [Assign Permission Sets to Users](https://help.salesforce.com/s/articleView?id=sfdo.ec_education_cloud_permission_sets.htm&release=264.0.0&type=5 "Review the supported editions for Education Cloud. Then learn about permissions and how to assign them.").
    
    - Education Cloud Full Access
    - Education Cloud Advanced Academic Operations Admin Access
    - Prompt Template User
    - Agentforce for Education Cloud Access
    - Omnistudio User
5. Assign the Omnistudio Admin permission set to admin users.
6. [Create an agent from the Agentforce Employee Agent template](https://help.salesforce.com/s/articleView?id=ai.agent_employee_agent_setup.htm&language=en_US).
    
    As part of the setup process, customize your agent settings and add [the Course Operations subagents](https://help.salesforce.com/s/articleView?id=sfdo.ec_course_operations_topics_in_agentforce.htm&release=264.0.0&type=5 "The Course Operations Agent assists your faculty directly in Slack. This assistant helps faculty manage courses, engage with students and teaching assistants, identify at-risk learners, and coordinate student support. With centralized course operations and student support, faculty can focus on teaching and student engagement and less on administrative tasks.").
    
    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.
7. [Remove any unnecessary subagents](https://help.salesforce.com/s/articleView?id=ai.agent_topics_remove.htm&type=5&language=en_US).
8. [Provide users with access to the agent](https://help.salesforce.com/s/articleView?id=ai.agent_manage_aea_access.htm&language=en_US).