---
schema_version: "1"
id: c7ade7a98bce4897f07d0fd327cdbb7d65245e64f7ab0622e188e35fa5c6bc0a
title: Activate, Test and Configure Your Agent
collection: developer
version: current
locale: en-us
portal_url: https://docs.salesforce.com/developer/current/en-us/data-ae/loan-agent/guides/aes-activate-agent.md
canonical_url: https://developer.salesforce.com/docs/ai/loan-agent/guide/aes-activate-agent.html
source_site: developer.salesforce.com
content_type: documentation
content_hash: 0ced491404539a0e6553bf53af301db777f2fef7a045f0ed97429a0a4421c650
products:
  - Loan Prequalification Agent
  - data-ae
---
# Activate, Test and Configure Your Agent

With your flows in place, it's time to bring your agent to life: activate, configure the necessary permission sets to secure access, and verify your agent's performance.

## 1. Activate and test

1. After you [add Actions](https://developer.salesforce.com/docs/ai/loan-agent/guide/aes-add-actions.md), click on the top right on **Activate** and **Save**.
2. Use the agent on the right side with this prompt: “Can you help me analyze the bank statement of a user?”
3. If prompted, enter the email ID of the test contact you created earlier. Refer to [Finalize Flow Retrieving File ID from Email Address](https://developer.salesforce.com/docs/ai/loan-agent/guide/aes-finalize-flow-retrieving-file-id.md).

## 2. Configure the Agent

### Add Permissions

1. Go to **Setup**.
2. In the **Quick Find** search bar, find and select **Permission Sets**.
3. Click the **New** button.
4. Enter the permission set **Label**: Loan Qualification Agent.
5. Click **Save** (no other changes are needed).

### Configure Agent Access

1. Scroll down to the **Apps** section.
2. Find the **Agent Access** section.
3. Click **Edit**.
4. **Move Agent**:

   - Find **Loan Qualification Agent** in available agents list.
   - Move it to the right side (**Enabled Agents**). Alternatively, select the agent from the list and save your selection.

5. Click **Save**.

![Permission Sets](https://developer.salesforce.com/docs/media/loan-agent-permission-sets.png '{"class": "image-framed"}')

### Assign Users

1. Click **Manage Assignments**.
2. Click **Add Assignment**.
3. **Select User**: Filter the list to only see Admin Users, then select a user who has a visible Last Login date. Example: `demo-for@pronto-d25-demo.com`.
4. Click **Next**.
5. Click **Assign**.

## 3. Test the Agent on Sales Cloud

Employee agents are scaled securely across your organization. Test it on your Sales Cloud.

1. From the **App Launcher**, go to **Sales**.
2. **Refresh** the page.
3. Click the **Agentforce** button (on the top of the page).
4. Your loan agent should now appear as available.
5. Enter a test query with the same test contact you created earlier. Refer to [Finalize Flow Retrieving File ID from Email Address](https://developer.salesforce.com/docs/ai/loan-agent/guide/aes-finalize-flow-retrieving-file-id.md).

![Loan Agent on Sales Cloud](https://developer.salesforce.com/docs/media/loan-agent-sales-cloud.png '{"class": "image-framed"}')