Set Up the Student Recruitment Agent

Configure the Student Recruitment Agent to answer questions about your school’s learning programs, support programs, application process, and campus information.

Required Editions

Available in: Lightning Experience

Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud and the applicable Agentforce add-on license.

User Permissions Needed
To set up and create an AI agent for Education Cloud:	Education Cloud Full Access AND Manage Agentforce Service Agents AND Manage AI Agents

User Permissions Needed

To set up and create an AI agent for Education Cloud:

Education Cloud Full Access

AND

Manage Agentforce Service Agents

AND

Manage AI Agents

Set up Agentforce for Education Cloud.

Clone, customize, and assign the Education Cloud AI Agent Access permission set to internal AI agent users.

Set these object and field permissions.

Object	Object Permissions	Field Permissions
Academic Interest	Create, Read	Academic Term: Read, Edit Account: Read, Edit Contact: Read, Edit Contact Request: Read, Edit Educational Info Request: Read, Edit Learning Program: Read, Edit Received Date: Read, Edit Subscription: Read, Edit
Academic Term	Read	Active: Read Start Date: Read
Account	Create, Read	Use default selections.
Action Plan	Read	Use default selections.
Action Plan Template	Read	Use default selections.
Application Stage Definition	Read	Use default selections.
Application Timeline	Read	Application Category: Read Application Close Date: Read Application Close Date Time: Read Application Open Date: Read
Campaign	Read	Use default selections.
Contact	Read	Account: Read
Contact Request	Read	Use default selections.
Educational Info Request	Read	Use default selections.
Individual Application Task	Read	Application Stage Definition: Read
Learning	Read	Academic Level: Read
Learning Program	Read	Academic Level: Read Active: Read
Preliminary Application Reference	Read	Use default selections.
Program Term Application Timeline	Read	Academic Term: Read Action Plan Template Version: Read Application Timeline: Read Learning Program: Read

Select these system permissions:
- Access Education Cloud Components
- Access Education Cloud Objects
- Permission to access the Action Plans feature

For internal sharing, give Public Read Only access to these objects:
- Academic Interest
- Academic Term
- Action Plan Template
- Application Timeline
- Learning
- Program Term Application Timeline
For the Campus, Tours, Visits, and Events Registration topic, add Recruitment Event as a picklist value for the Type field on the Campaign object.
Define campaign sharing rules for campus tours.
1. From Setup, in the Quick Find box, find and select Sharing Settings.
2. From Manage sharing settings for:, select Campaigns.
3. In the Campaign Sharing Rules related list, click New.
4. Enter Campus Tours as the label.
  Press tab to automatically create the rule name.
5. Select Based on criteria as the rule type.
6. Select the records to share:
  - Field: Type.
  - Operator: Equals
  - Value: Recruitment Event
7. In the Select the users to share with section, select Portal Roles and a portal account.
8. Select Read Only as the campaign access.
For the Create Admissions Application topic, create and configure record types for the Individual Application object.
1. Create an Individual Application record type.
  Assign this record type to the Customer Community Plus, Einstein Agent User, and System Administrator profiles.
2. Configure an application record type.
For the Create Admissions Application topic, create a filter and assign it to the Create Admissions Application action.
1. From Setup, in the Quick Find box, find and select Agentforce Agents.
2. Open your Student Recruitment Agent, and click the Topics tab.
3. Select the Create Admissions Application topic, and then click the This Topic's Actions tab.
4. Select the Create Admissions Application action, and then click Edit.
5. In the Filter section, click New Filter.
6. Enter a name.
7. Set the filter condition.
  
  Resources Operator
  
  Contact Id Is Not Empty
8. Save your changes.
Create data streams for the Learning Program object to get CRM data into Data Cloud.
Create a hybrid search index for the Learning Program data stream.
To include the application close time in the agent's deadline responses, add the Application Close Date Time field to the Application Timeline data artifacts.
The agent returns the close time in UTC rather than the applicant's local timezone.
1. Add the field to the Application Timeline data stream and hybrid search index.
2. Add the field to the Application Timeline data retriever.
3. Clone the standard prompt template so that it uses the updated data retriever.
Create knowledge articles to ground the responses.

Note When you create your agent in a later step, you set up a data library for the agent to reference your knowledge articles.
Turn on the Student Recruitment Agent.
1. From Setup, in the Quick Find box, find and select Set Up Education Cloud.
2. Expand Set Up Einstein for Education Cloud.
3. Turn on Enable Student Recruitment Agent.
Create an agent for prospects, students, and parents.
1. For authenticated users, create an agent from an Agentforce employee agent template.
2. For unauthenticated users, create an agent from an Agentforce service agent template.
3. Add the Student Recruitment Agent topics from the asset library to your agent.
Complete your setup and customize the Student Recruitment Agent.
1. From Setup, in the Quick Find box, find and select Agentforce Agents.
2. Open your Student Recruitment Agent.
3. Use the tabs to access more configuration options.
Manage access to agents.
1. For authenticated users, see Manage Employee Agent Access.
2. For unauthenticated users, see Best Practices for Agent User Permissions.
Add your agent to your Experience Cloud site portal.
- For authenticated users, see Connect an Employee Agent to Employee Channels.
- For unauthenticated users, see Connect a Service Agent to Messaging.
Note You can connect an inbound channel, such as an Experience Cloud site, to only one agent at a time. Create one Experience Cloud site for authenticated users and another for unauthenticated users.
The Student Recruitment Agent shows users the JSON output from actions. Customize your Experience Cloud site to improve the user experience and control what the agent shows.
1. Add markup to the page <head> by entering this script.
```
<script type='text/javascript'>
   window.addEventListener("onEmbeddedMessagingReady", () => {
        // Embedded Messaging app ready
        embeddedservice_bootstrap.settings.disableStreamingResponses = true;
    });
</script>
```
2. In Security & Privacy, select a security level.
  For Security Level, select Relaxed CSP: Permit Access to Inline Scripts and Allowed Hosts.
3. Add your Experience Cloud site as a trusted site for scripts. See Where to Allow Hosts of Script Resources.
  To locate the URL of your site, from Setup, find and select Digital Experiences, and then click All Sites. Find the URL of your site in the All Sites list view.
4. Publish your site.