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Set Up the Course Search Agent

Configure the Course Search Agent to answer questions and support both students and advisors. Create an Agentforce Service agent for users on your Experience Cloud site. Create an Agentforce Employee agent for Standard Users of Education Cloud, such as advisors.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions with Education Cloud and the Agentforce for Education Cloud add-on license
User Permissions Needed
To set up Course Search FAQ topics in Agentforce:

Education Cloud Full Access

AND

Einstein for Education Cloud Access

AND

Agentforce Default Admin

AND

Data Cloud Architect

AND

Prompt Template Manager

Configure the Course Search Agent

  1. Set up Data 360 for Education Cloud.
  2. Set up Agentforce for Education Cloud.
  3. Turn on the Course Search Agent.
    1. From Setup, find and select Set Up Education Cloud.
    2. Under Set Up Agentforce for Education Cloud, turn on Course Search Agent.
  4. Turn on Advanced Academic Operations.
  5. Create a hybrid search index for the Learning Course object.
  6. Create a custom data retriever for the Learning Course data model object.
  7. Use the data retriever to configure the Get Learning Courses prompt template.
    1. In Setup, find and select Prompt Builder.
    2. Under Prompt Templates, select Get Learning Courses.
    3. Click Save As, and then click Save as a New Version.
    4. Scroll to the end of the prompt, find **Courses**, and delete the placeholder text for the retriever.
    5. Click Insert Resource, select Einstein Search, and then select the retriever that you created.
    6. To view the retriever's template settings, click the retriever inserted in the prompt.
    7. In Search Text, enter Input:Query.
    8. Select all of the output fields.
    9. Enter the number of results.
    10. Save and activate the prompt template.

Create the Course Search Agent for Experience Cloud Users

  1. Create an Agent from an Agentforce Service Agent template.

    As part of the setup process, customize your agent settings and add the Course Search FAQ subagent.

    For example, in Settings:

    • For Agent Details, enter a description: Recommend relevant courses based on the queries raised by students or users.
    • For System, enter agent-level instructions: As an AI assistant for academic advisors, your role is to recommend courses based on provided info. If no relevant match is found, you won't fabricate suggestions or use external knowledge. You'll state there's insufficient info.
    • For System, enter a welcome message: Hi, I'm your personal course search agent! I can provide you with information on courses and answer your questions. I may make mistakes, so be sure to check my work. How can I help?
  2. Remove any unnecessary subagents.
  3. Add the agent to your Experience Cloud site.
  4. The Course Search Agent shows users the JSON output from actions in addition to course information. 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.
  5. Make your agent available to unauthenticated guest users.

Create the Course Search Agent for Advisors and Admins

  1. Assign these permission sets to the advisor user. See Assign Permission Sets to Users.
    • Education Cloud Full Access
    • Data Cloud User
    • Einstein for Education Cloud Access
    • Prompt Template User
  2. Create an Agent from an Agentforce Employee Agent template.

    As part of the setup process, customize your agent settings and add the Course Search FAQ subagent.

    For example, in Settings:

    • For Agent Details, enter a description: Recommend relevant courses based on the queries raised by students or users.
    • For System, enter agent-level instructions: As an AI assistant for academic advisors, your role is to recommend courses based on provided info. If no relevant match is found, you won't fabricate suggestions or use external knowledge. You'll state there's insufficient info.
    • For System, enter a welcome message: Hi, I'm your personal course search agent! I can provide you with information on courses and answer your questions. I may make mistakes, so be sure to check my work. How can I help?
  3. Remove any unnecessary subagents.
  4. Give both admins and advisors access to the Course Search Agent that you created by using permission sets or profiles. See Manage Employee Agent Access.
    Admins can use an Employee agent only with an explicit access grant.