Onboard and Set Up Agentforce Service Assistant

Discover how Service Assistant helps service reps close cases faster and increases their efficiency.

Discover how Service Assistant helps service reps close cases faster.

Learn about the permissions and licenses required for Service Assistant.

Understand how you're billed for Service Assistant.

Identify the case types you want Service Assistant to help with.

Understand what sources are used to ground Service Assistant.

Learn how eligiblity criteria sets control for service plan creation.

Review guidance for creating Agentforce topics and instructions.

Learn how knowledge grounding produces more accurate service plans.

Use AI to provide reps with case summaries and resolution guidance grounded in your data.