本文是《Agentforce Help Agent | 帮助代理：从设置到上线》的练习操作步骤。阅读原文请见：Agentforce Help Agent | 帮助代理：从设置到上线。
> Note: The Help Agent guided setup requires Enterprise/Unlimited Edition with Agentforce enabled; it isn't available in a standard Trailhead Playground. Follow along to see the configuration.
1. Enable Agentforce and Start Setup
- Click the gear icon and select Salesforce Go.
- In Search features, enter Help Agent and select the Help Agent icon.
- If prerequisites aren't met, enable Data Cloud and Agentforce first, then return.
- Select Get Started on the Help Agent page, then Turn On.
- Accept the terms of service.
- When the backend steps show complete, select Go next to Build a Help Agent, then Get Started.
2. Define Your Agent's Identity
- Enter an agent name and select a language.
- Provide a welcome greeting for the agent.
3. Connect Your Site and Ground Your AI
- Select Continue to navigate to the Give Your Agent Context screen.
- Choose a grounding source:
- Salesforce Knowledge: select data categories (deselect any to exclude).
- Upload Files: drag and drop public-facing documents (PDF/DOCX/HTML, ~300 pages).
- Website Sync: enter your help website URL to index one page at a time.
4. Choose a Channel
- Web Chat: select Copy Code, enter your website domain, then paste the snippet into your site's HTML header/footer.
- Help Portal: deploy to an Agentforce Customer Service Portal (open the portal link in an incognito window when testing).
- Voice: configure greetings, voice tone, phone number, and escalation path.
5. Put Your Agent to the Test
- In the Preview Agent section, start a conversation.
- Ask questions based on the grounded knowledge and verify cited sources.
- Ask an out-of-scope question and confirm the agent declines or offers to route to a rep.
- Select Continue to confirm activation (there is no separate activate button).