Create an agent using the Asset Service Management template to help users easily summarize asset performance and telematics data, generate quotes, and draft customer emails.
Required Editions
| Available in: Lightning Experience |
| Available in: Automotive Cloud, Communications Cloud, Energy and Utilities Cloud, Manufacturing Cloud, Service Cloud, and Media Cloud. View edition availability. |
- From Setup, enter Agents, and then select Agentforce Agents.
- Click New Agent.
- Select the Asset Service Management template, and then click Next.
- Review the topics that come with your template, and then click Next.
- Customize your agent, enter a company name, and then click Next.
- Select a language and tone, then click Create.
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Assign the Agent to a profile.
- From Setup, find and select Profiles.
- Select the profile to assign agent access.
- Click Agent Access.
- Select and add the Asset Service Management agent to the enabled agents list.
- Save your changes.