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0:06
Hello everyone. In this video, we are
0:08
going to say see how to set up agent
0:11
force sessions and intents. If you go to
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your Salesforce agent force studio app,
0:18
you will see sessions and intents using
0:21
which you will be able to analyze your
0:24
agent force agents, how they are
0:26
behaving, how they are helping uh uh
0:28
your customers and users and then you
0:31
will also be able to optimize it based
0:34
on the outputs based on the response
0:37
whatever it is giving. you will be able
0:39
to find out whether it is giving the
0:41
right information to your customers or
0:43
users. In order to do that, the first
0:46
step is you should enable data cloud. Uh
0:50
go to permission sets in Salesforce
0:52
setup. Search for data cloud user
0:55
permission set. Assign it to you and to
0:57
the users who wanted to make use of
1:00
agent force sessions and intense
1:02
feature. Once it is done, go to data
1:05
cloud setup and enable it. So if you go
1:07
to Salesforce setup, make sure your data
1:10
cloud is enabled in your Salesforce or
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so. So if you go to data cloud
1:15
setup, you should uh enable it if it is
1:18
not yet enabled. Once you enable, it
1:21
will take uh some time so that you will
1:23
be able to access data cloud features.
1:26
Do not proceed any other steps in um
1:29
until data cloud is fully provisioned.
1:31
So please wait once the data cloud is
1:34
fully provisioned. Once your data cloud
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is fully provisioned, make sure Einstein
1:40
setup is enabled. So if you go to
1:43
Einstein setup,
1:48
Einstein turn on Einstein should be
1:50
toggled on. So in my Salesforce or turn
1:53
on Einstein is toggled on. So the second
1:56
step is done. The next third step is
1:58
enable agent force. Search for agent
2:02
force agents in your Salesforce setup.
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Open it.
2:08
Once you open, make sure the agent force
2:12
toggle is turned on. If it is not turned
2:15
on, make sure you turn on and then you
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create the Salesforce agent force
2:19
agents. Once your Salesforce agent force
2:21
agents are created, you can also create
2:24
your agent force uh agents from the with
2:27
the help of agent script uh and with the
2:30
help of new agent force builder from
2:33
agent force studio app. So go to your
2:35
Salesforce agent force studio app. Click
2:37
agents click new agent button and then
2:39
you should be able to create all your
2:42
all the Salesforce agent force agents.
2:44
Next step is we have to enable agent
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force session tracing. In order to do
2:50
that go to Einstein audit analytics and
2:52
monitoring setup in your Salesforce
2:55
setup. So if you go to Einstein
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audit analytics and monitoring setup
3:03
make sure the agent force session
3:06
tracing is enabled. Once you enable the
3:08
session tracing,
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so here agent for session tracing is
3:13
enabled. Salesforce will build in the
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back end the data model for all the uh
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sessions to be tracked so that you will
3:22
be able to view it and then you will be
3:24
able to optimize your agent force
3:26
agents. Once you enable agent force
3:28
session tracing, enable agent
3:30
optimization if it is not turned on by
3:32
default. By default, it should be turned
3:34
on but just in case if it is not turned
3:37
on. Once you turn on, make sure agent
3:39
optimization is enabled. Once you enable
3:42
it, please wait for a few minutes
3:44
because uh in the back end so many uh
3:48
data data cloud related uh processing
3:51
will be happening. So wait for a few
3:54
minutes and then you will see a
3:56
confirmation that agent for session
3:58
tracing is enabled successfully. Once
4:00
agent force session tracing is enabled
4:03
and once agent optimization is enabled,
4:06
you should go to agent force studio app.
4:09
Click sessions and intents and then you
4:11
should be able to see processed and also
4:15
unprocessed. So initially whatever
4:18
conversation the agent force agents had
4:21
will be under unprocessed. Once uh um uh
4:26
a data once the agent force session
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tracing model sorry session tracing
4:31
process the agent force sessions then
4:35
you should see that under processed
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sessions tab. So all the raw uh
4:40
conversation between user and the agent
4:42
or the customers and the agent will be
4:44
available in unprocessed sessions. The
4:47
bad the background job will run and then
4:49
it will process and then you should be
4:51
able to see that under processed
4:52
sessions. So once you once you enable
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and once you are able to see the
4:56
sessions and intents open the agent
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force studio and click sessions and
5:01
intents and then go to unprocessed
5:04
sessions directly so that you will be
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able to see all the agent force
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sessions.
5:08
Um next you should be able to click the
5:11
session ID and then you will be able to
5:15
uh in detail you will be able to analyze
5:17
how the agent force behaved and what
5:20
responses it gave. If you wanted to
5:23
submit the feedback, if you feel that it
5:25
is not uh properly
5:28
um giving the response, if you wanted to
5:30
add some um feedback, then you can give
5:32
feedback to the agent manager. So with
5:35
the help of submit feedback, you'll be
5:37
able to give it one. Uh so this is not
5:42
an mandatory step, but it is an optional
5:44
step so that you will be able to add
5:46
feedback. If you wanted to add some uh
5:48
intent, you will be able to uh uh you
5:50
will be able to see it. Um so with the
5:55
help of this blog post, you should be
5:57
able to enable and uh start using
6:01
Salesforce sessions and intents. Please
6:03
check the video description. In the
6:05
video description, I have shared my blog
6:07
post. So make use of this blog post as
6:09
your reference to start using agent
6:12
force sessions and intents in your
6:13
Salesforce or. I hope it was helpful.
6:18
Thank you for watching.
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