Create your Nonprofit Cloud agent using the Agentforce Employee Agent template. Then, customize your agent’s messages and tone. Finally, test, activate, and assign your agent to users.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions with Nonprofit Cloud and Einstein for Nonprofits licenses enabled. |
| User Permissions Needed | |
|---|---|
| To create an agent: |
Manage AI Agents AND the required permissions for your agent type OR Customize Application |
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Create an agent.
Identify the required template in the documentation for the specific agent.
- Define system messages, such as welcome and error messages.
- Update language settings to set the tone for your agent.
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Add subagents to your agent.
Templates that are designed for a specific agent already include the necessary topics.
- Test your agent to make sure that it will perform reliably for your users.
- Activate your agent to make it available to users.
- Assign users to your agent.