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Set up an AI agent

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There are a number of different steps for setting up the agent. Although, there is no requirement to use code (such as Apex) you do need to be a Salesforce Admin to perform most steps.

In this section

  1. Prepare to set up an AI agent
  2. Create an agent
  3. Define agent topics
  4. Add agent actions
  5. Configure agent permissions
  6. Test your agent internally
  7. Configure your store for the AI agent

Related articles

Documentation About AI agents Documentation Prepare to set up an AI agent Documentation Configure your store for the AI agent

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