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
- In Agentforce Studio, create a new agent named
Lunausing the Agentforce Service Agent template. - Assign EinsteinServiceAgent User as the agent's user.
- 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.").
- Delete the unneeded subagents: Service Customer Verification, Case Management, Account Management, Reservation Management, Delivery Issues, Order Inquiries.
- Save, commit, and activate Luna.
2. Improve FAQ Prompt Templates
- Update the Coral Cloud FAQ Answer From Document prompt template with the provided text, inserting the guest question resource after the Guest question: label.
- Update the Coral Cloud FAQ Intent Router prompt template, inserting the guest question resource after Guest question:, and replace
[Placeholder for Flow decision outcomes]withFILM_FESTIVAL,RESORT_POLICIES, andUNCLEAR. - Activate both prompt templates.
- In Luna's General FAQ subagent, replace the Answer Questions with Knowledge action with a new action
Answer FAQ From PDFreferencing the Coral Cloud FAQ flow-type action (userQuestion input; resultAnswer output Show in conversation). - Save, commit, and activate Luna.
3. Create the Booking Management Subagent
- Create a Booking Management subagent for Luna (add name and description).
- Add three actions referencing existing flows:
Get Booking(Get Booking flow)Adjust Booking(Adjust Booking flow)Cancel Booking(Cancel Booking flow)
- Configure required inputs (Booking Record Number, number of guests) and display outputs; configure Cancel Booking to require confirmation.
- 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.
- Save, commit, and activate Luna.
4. Deploy Agent and Route Conversations
- Confirm Luna is activated.
- Update the inbound Omni-Channel flow Route to ESA so conversations from the coral-cloud site route to Luna.
- Activate the updated Route to ESA flow.
- (Best practice) Publish the coral-cloud site and the ESA Web Deployment embedded service before testing.