Superbadge: Agentforce Service Agents | 构建 Coral Cloud 的服务代理 Luna(练习操作步骤)

《Superbadge: Agentforce Service Agents | 构建 Coral Cloud 的服务代理 Luna》的分步练习操作指南。...

📅 2026/10/2 ✍️ ponybai 🏷️ agentforce, salesforce, ai

本文是《Superbadge: Agentforce Service Agents | 构建 Coral Cloud 的服务代理 Luna》的练习操作步骤。阅读原文请见:Superbadge: Agentforce Service Agents | 构建 Coral Cloud 的服务代理 Luna。

1. Create Agent Luna

  1. In Agentforce Studio, create a new agent named Luna using the Agentforce Service Agent template.
  2. Assign EinsteinServiceAgent User as the agent's user.
  3. Set a description (e.g., "This is Luna, an agent that helps customers discover resort experiences and book sessions seamlessly, particularly during the film festival.").
  4. Delete the unneeded subagents: Service Customer Verification, Case Management, Account Management, Reservation Management, Delivery Issues, Order Inquiries.
  5. Save, commit, and activate Luna.

2. Improve FAQ Prompt Templates

  1. Update the Coral Cloud FAQ Answer From Document prompt template with the provided text, inserting the guest question resource after the Guest question: label.
  2. Update the Coral Cloud FAQ Intent Router prompt template, inserting the guest question resource after Guest question:, and replace [Placeholder for Flow decision outcomes] with FILM_FESTIVAL, RESORT_POLICIES, and UNCLEAR.
  3. Activate both prompt templates.
  4. In Luna's General FAQ subagent, replace the Answer Questions with Knowledge action with a new action Answer FAQ From PDF referencing the Coral Cloud FAQ flow-type action (userQuestion input; resultAnswer output Show in conversation).
  5. Save, commit, and activate Luna.

3. Create the Booking Management Subagent

  1. Create a Booking Management subagent for Luna (add name and description).
  2. Add three actions referencing existing flows:
    • Get Booking (Get Booking flow)
    • Adjust Booking (Adjust Booking flow)
    • Cancel Booking (Cancel Booking flow)
  3. Configure required inputs (Booking Record Number, number of guests) and display outputs; configure Cancel Booking to require confirmation.
  4. Add reasoning instructions: verify the guest's Booking Record Number (starts with "B-"), prompt for the action, ask for new guest count for Adjust Booking, confirm before Cancel Booking, and state the outcome.
  5. Save, commit, and activate Luna.

4. Deploy Agent and Route Conversations

  1. Confirm Luna is activated.
  2. Update the inbound Omni-Channel flow Route to ESA so conversations from the coral-cloud site route to Luna.
  3. Activate the updated Route to ESA flow.
  4. (Best practice) Publish the coral-cloud site and the ESA Web Deployment embedded service before testing.