Configure AI Relationship Research Subagent

Add the AI Relationship Research Subagent to an agent so users can retrieve relationship insights about accounts, contacts, leads, and opportunities in Agentforce conversations.

1. From Setup, in the Quick Find box, enter Agentforce Agents, and then select Agentforce Agents.
2. Select an existing agent, or create an agent.

   • To create an agent:

     1. Click New Agent, and then click Create Agent.
     2. On the Agentforce Builder page, select Agentforce Employee Agent.
     3. Enter the agent name and developer name, and then click Let's Go.

   • For an existing agent:

     • If the agent is active, click Deactivate. In the confirmation dialog, click Deactivate, and then click New Version.
     • If the agent is inactive, click New Version.
   This action creates a new version in which you can add a subagent.
3. In the left panel, hover over Subagents, click "+" icon, and select Add from Asset Library.
4. Search for and select AI Relationship Research Sub Agent, and then click Add to Agent.
5. Open the Preview tab, go to the Live Test section, and ask the agent to generate or retrieve relationship insights for a record.
6. After the test is complete, save your work, and then click Commit Version. In the confirmation dialog, click Commit.
7. To make the committed agent version available to your users, click Activate.