Below are key resources and a recorded video link to guide you through the implementation process,
from setup to advanced customization.
Watch the recordings of the live-stream for a comprehensive walkthrough:
Learn best practices for writing instructions:
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Topic Instructions Best Practices
https://help.salesforce.com/s/articleView?id=sf.copilot_topics_instructions.htm&type=5 -
Action Instructions Best Practices
https://help.salesforce.com/s/articleView?id=sf.copilot_actions_instructions.htm&type=5
Get started with setting up your service agent:
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Service Agent Setup
https://help.salesforce.com/s/articleView?id=service.service_agent_setup.htm&type=5 -
Connect Service Agent to Channels
https://help.salesforce.com/s/articleView?id=service.agent_setup_channels.htm&type=5 -
Service Agent Security Implementation Guidelines
https://help.salesforce.com/s/articleView?id=service.service_agentforce_trusted_private_actions.htm&type=5
Explore messaging options for in-app and web channels:
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Set Up Messaging for In-App and Web
https://help.salesforce.com/s/articleView?id=service.miaw_setup_stages.htm&type=5 -
Messaging In-App Support for B2C Channels (WhatsApp, Apple Messaging, etc.)
https://help.salesforce.com/s/articleView?id=service.livemessage_intro.htm&language=en_US&type=5 -
MIAW REST APIs Documentation
https://developer.salesforce.com/docs/service/messaging-api/guide/get-started.html -
MIAW SDKs for Developers
https://developer.salesforce.com/developer-centers/service-sdk
Here are some additional resources to help you learn:
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Agentforce Workshop
https://developer.salesforce.com/agentforce-workshop/service-agents/overview -
Agentforce Service Agent Quick Look (Trailhead Module)
https://trailhead.salesforce.com/content/learn/modules/agentforce-service-agent-quick-look/get-started-with-agentforce-service-agent