Setting up the Certinia Customer Success Agent

Note: This feature is part of the Certinia Early Adopter Program. This program is only available to a limited number of customers. For more information, contact your Customer Success Manager.

Complete the following setup tasks before using the Certinia Customer Success agent.

Setup Tasks for Certinia Customer Success Agent

Step	Action	Further Information
1	Contact Salesforce to activate the Einstein Agent license.	For more information about Einstein Generative AI, see the Salesforce Help.
2	Set up Einstein generative AI in your org.
3	Create an agent using the Certinia Customer Success Agent template.	Creating a Certinia Customer Success Agent
4	Create a permission set specific to the Customer Success agent with the permissions described in Permissions for Certinia Customer Success Agent.	Permissions for Certinia Customer Success Agent For information about how to create permission sets, see the Salesforce Help.
5	Assign the permission set that you have created in step 4 to the users that you want to interact with the agent.	For more information about assigning permission sets, see the Salesforce Help.
6	Give users access to the Customer Success agent that you created in step 3 by creating a custom permission set specific to agent access.	For more information, see the Salesforce Help.
7	Activate your Certinia Customer Success Agent you created in step 3.	For more information, see the Salesforce Help.