Activate, Test and Configure Your Agent

With your flows in place, it’s time to bring your agent to life: activate, configure the necessary permission sets to secure access, and verify your agent’s performance.

1. After you add Actions, click on the top right on Activate and Save.
2. Use the agent on the right side with this prompt: “Can you help me analyze the bank statement of a user?”
3. If prompted, enter the email ID of the test contact you created earlier. Refer to Finalize Flow Retrieving File ID from Email Address.

1. Go to Setup.
2. In the Quick Find search bar, find and select Permission Sets.
3. Click the New button.
4. Enter the permission set Label: Loan Qualification Agent.
5. Click Save (no other changes are needed).

1. Scroll down to the Apps section.

2. Find the Agent Access section.

3. Click Edit.

4. Move Agent:

   • Find Loan Qualification Agent in available agents list.
   • Move it to the right side (Enabled Agents). Alternatively, select the agent from the list and save your selection.

5. Click Save.

1. Click Manage Assignments.
2. Click Add Assignment.
3. Select User: Filter the list to only see Admin Users, then select a user who has a visible Last Login date. Example: demo-for@pronto-d25-demo.com.
4. Click Next.
5. Click Assign.

Employee agents are scaled securely across your organization. Test it on your Sales Cloud.

1. From the App Launcher, go to Sales.
2. Refresh the page.
3. Click the Agentforce button (on the top of the page).
4. Your loan agent should now appear as available.
5. Enter a test query with the same test contact you created earlier. Refer to Finalize Flow Retrieving File ID from Email Address.

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Build a Loan Prequalification Agent with Document AI

Before You Start

Step 1 - Create a Document AI Schema Config

Step 2 - Create Flow to Retrieve File ID from Email Address

Step 3 - Create Apex Class (Document AI API Wrapper)

Step 4 - Create Bank Statement Extraction Flow (Apex Wrapper)

Step 5 - Create the Loan Prequalification Employee Agent

Add Actions

Activate, Test and Configure Your Agent