SECTIONSSetting up the Certinia Customer Success Agent
Complete the following setup tasks before using the 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. |
|
| 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. |