Quick Start: Assemble a Service Agent with Agentforce Builder | 用 Agentforce Builder 组装客服代理（练习操作步骤）

本文是《Quick Start: Assemble a Service Agent with Agentforce Builder | 用 Agentforce Builder 组装客服代理》的练习操作步骤。阅读原文请见：Quick Start: Assemble a Service Agent with Agentforce Builder | 用 Agentforce Builder 组装客服代理。

1. Create the Agent

1. Open the App Launcher and select Agentforce Studio.
2. Click New Agent.
3. In "What do you want your agent to do?", enter: You are a customer service representative, helping our guests make reservations, update bookings, and navigate all that Coral Cloud Resorts has to offer.
4. Press Enter/Return.
5. Enter CC Service Agent as the Name (Developer Name auto-populates).
6. Select Select User and choose EinsteinServiceAgent User.
7. Click Let's Go, then Skip Ahead.

2. Create and Customize a Subagent

1. In the Explorer panel, click the plus icon next to Subagents, then + New Subagent.
2. Name it Experience Management and add the provided Description.
3. Click Create and Open, then Save.

3. Add Actions to the Subagent

1. Click Add action in Actions Available For Reasoning, then + Create a custom action.
   • Name: Get Experience Details; Description: Provides details about an Experience__c that a user would like more information about.
   • Create and Open; Reference Action Type Flow, Reference Action Get Experience Details.
   • experienceName input: Require Input; experienceRecord output: Show in conversation; Save.
2. Add action Get Customer Details (Reference Action Type Flow, Reference Action Get Customer Details):
   • email and memberNumber inputs: Require Input; contact output: Show in conversation; Save.
3. Add two actions from the Asset Library (Create Experience Session Booking and Get Sessions), then Save.

4. Add Reasoning Instructions

1. Open the Experience Management subagent and delete the current Reasoning Instructions.
2. Add the provided new Reasoning Instructions.
3. Highlight "appropriate action" in the first instruction, delete it, type @, and select Get Experience Details.
4. Switch to Script view, add a new blank line, and add the provided booking instruction.
5. Replace appropriate action with {!@actions.Create_Experience_Session_Booking}.
6. Click Save, switch back to Canvas view.
7. Click Commit Version twice, then Activate twice.

5. Preview the Agent

1. Click Preview.
2. Enter Can you let me know more about the full moon beach party experience? and press Enter.
3. When asked, enter I am sofiarodriguez@example.com and my membership number is 10008155.
4. Request to book a session for tomorrow.
5. (Optional) Toggle Live Test Mode to Simulate for safe testing.
6. Click the back arrow to leave Agentforce Builder.

6. Publish and Update

1. Click the gear icon and select Setup.
2. Search for and select Embedded Service Deployments, select ESA Web Deployment, and click Publish.
3. Search for and select Flows, then click the Route to ESA flow.
4. Click the Route to ESA component and set Route To Agentforce Service Agent, Agentforce Service Agent CC Service Agent.
5. Click Save As New Version, Save, then Activate.
6. Click the back arrow to return to Setup.

7. Add the Agent to the Coral Cloud Site

1. In Setup, search for and select All Sites, then click Builder next to coral-cloud.
2. Click the Components widget, search Embedded Messaging, and drag it over the "Book an Experience of a Lifetime" section.
3. Leave default settings, click Publish twice, then Got It.

8. View the Agent as a Customer

1. Click the Experience Builder menu and select View coral-cloud.
2. Click the Messaging icon in the lower right.
3. Try the prompt Can you let me know about the Underground Cave Exploration?, provide sofiarodriguez@example.com / 10008155, and book a session.