Agentforce · Agent Builder

Configure Agent Data Libraries

Users get a data library built from Knowledge articles or documents and assigned to an Agentforce agent, so the agent answers from that content.

38 tasks
Method

How MeshMesh does it

  1. Diagnoses why agents return no Knowledge answers. In one case no data library existed.
  2. Creates the data library and indexes it. For document content it sets the library's data type to Files and uploads the documents.
  3. Assigns the data library to the target agents.
  4. Fixes access where the agent's user cannot see the content, such as adding a role and a Knowledge access permission set so the user can see data categories.
  5. Tests the agent's answers against the grounded content. In one case both agents returned grounded answers. In another, one agent answered health questions correctly, but a second agent's index rebuild was not confirmed.
  6. Delivers a configuration checklist.

Related: Configure Agent Knowledge Grounding.

Products

Products and features it works with

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Features