# Set up an AI agent Source: https://support.storeconnect.com/articles/set-up-an-ai-agent · Last modified 21 August 2026 :::note This topic relates to using AI agents to service your customers, not how to [use agents for building on StoreConnect](use-ai-agents-with-storeconnect). ::: 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](prepare-to-set-up-ai-agent) 2. [Create an agent](create-an-agent) 3. [Define agent topics](define-agent-topics) 4. [Add agent actions](add-agent-actions) 5. [Configure agent permissions](configure-agent-permissions) 6. [Test your agent internally](test-your-agent-internally) 7. [Configure your store for the AI agent](configure-your-store-for-the-ai-agent) --- ## Follow StoreConnect - [Email Newsletter](https://getstoreconnect.com/c/lp-newsletter) - [LinkedIn Newsletter](https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7444956928444862464) - [YouTube](https://www.youtube.com/channel/UCngKdP2x8l1wcbAKW3tvU8g) - [LinkedIn](https://www.linkedin.com/company/storeconnect) - [X / Twitter](https://x.com/storeconnecthq) ## Popular Links - [Partners](https://getstoreconnect.com/partners) - [News](https://getstoreconnect.com/articles/news) - [Events](https://getstoreconnect.com/articles/events) - [Feature Comparison](https://getstoreconnect.com/how-we-compare) - [Download a free trial](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000FMkeKUAT) - [Book a Demo](https://getstoreconnect.com/contact) ## Documentation - [Help documentation](https://support.storeconnect.com/help-documentation) - [AI agents](https://support.storeconnect.com/ai) - [Videos & tutorials](https://support.storeconnect.com/videos-tutorials) - [Developer reference](https://support.storeconnect.com/developer-reference) - [Release notes](https://support.storeconnect.com/release-notes) - [Troubleshooting](https://support.storeconnect.com/troubleshooting) - [Trust Center](https://trust.getstoreconnect.com/) - [Status Page](https://status.storeconnect.com/) ## Contact - info@getstoreconnect.com - US +1 415 745 3230 - AUS +61 2 8365 2308 100 S Ashley Dr, Suite 600-2461 Tampa FL 33602-600 USA Level 22, Sydney Place 180 George Street Sydney, NSW, 2000, AUS --- StoreConnect Support — https://support.storeconnect.com/articles/set-up-an-ai-agent