Build an AI agent for Agentforce's top use cases in record time with the Agentforce Implementation Guides. Using a Developer Edition org, you can create a customer-facing agent that answers questions from a knowledge base and escalates for further assistance. No endless clicking, just download the PDF and go!
Makana Medical Devices is a medical device company that develops, manufactures, and distributes a wide range of diagnostic, treatment, and patient monitoring instruments. They've already integrated generative AI into their Salesforce ecosystem and are now looking to build their first agents.
Makana wants to increase their case deflection rate, their first contact resolution, and their CSAT by launching an external-facing agent that lives on their website. This agent uses the Agentforce Service Agent template and is powered by Agentforce Data Libraries to ingest a PDF of information and answer questions. If the agent can’t answer a question, the agent creates a case so a human can step in to help.
Makana wants to grow their pipeline and enable their Sales teams to create opportunities wherever they go! This agent creates an opportunity record using natural language and evaluates it for technical assistance. If additional technical assistance will be needed to close the deal, an agent will generate a task to loop in an Architect.
Building agents are easy when planned correctly! Using our Agent Development Cycle, you can follow Kipling through the major stages of development: from ideating the first use cases to supervising the agent after launch. Our guides provide helpful frameworks for you to share your plans with your key stakeholders.
| Implementation Phase | Agent Development Skills |
|---|---|
| Ideate Agents | • Identify Your Use Case • Define Technical Requirements • Define Agent Guardrails • Design your Agent |
| Build Agents | • Set Up your Agent • Create Your Agent from a Template • Customize Topics and Actions |
| Test Agents | • Build your Testing Plan • Manual Testing • Batch Testing • Troubleshooting Agents |
| Deploy Agents | • Create an Omni-Channel Flow • Launch your Agent on Channels • Slack |
| Supervise Agents | • Post-Deployment • Root Cause Identification • Prepare for Improvement |
Take a closer look at how agent building works in our library.
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