Agentforce · Agent Builder

Configure Agentforce Agent Persona

Set how an Agentforce agent presents itself to users: its name, avatar, greeting, response language and visible branding. Users get an agent that looks and speaks the way the business intends.

42 tasks
Method

How MeshMesh does it

  1. Inspects the agent's current setup in the org before changing anything. In one task, MeshMesh tried this check but the session had expired, so the task paused.
  2. Compares the agent's planner bundle against a reference agent to find missing topics or actions, such as a welcome topic or a member-context action for a personalized greeting.
  3. Gets a plan approved before editing.
  4. Updates branding and the descriptions of the agent's actions, then sweeps the vocabulary for leftover old names.
  5. Verifies the agent is Active with the new branding and checks agent test runs independently.