Getting Started

Kickstart Your Journey with AdminAgents.ai

This guide will walk you through the initial steps to get started with AdminAgents.ai and integrate it with your Salesforce account.

Unlock the power of AI and take your organization to new heights with AdminAgents.ai! We're here to make it easy for you and your team to create AI agents directly from your Salesforce account. Here's your step-by-step guide to become an AI agent engineer, no fancy coding required.

Step 1: Login to AdminAgents.ai

1. Make your way over to the AdminAgents.ai website.
2. Spot the "Login" button and give it a click. You'll notice that we're fully integrated with Salesforce. So, when you login, you'll use your Salesforce credentials. This ensures we can identify you and keep everything running smoothly.
3. Once you've entered your Salesforce credentials, click on "Login".
4. You'll see a request from us asking for permission to access your Salesforce identity and to make API calls on your behalf. This allows us to give you a seamless user experience, so go ahead and click "Allow".

Step 2: Accept Terms of Service

1. After logging in, your next stop is the "Terms of Service" page in AdminAgents.ai.
2. Have a read through our terms and conditions. We've made sure they're pretty clear.
3. If you're comfortable with everything, go ahead and click on "Accept".

Step 3: Connect the Vault

1. Once you're all logged in, navigate to the "Vault" tab in the AdminAgents.ai dashboard.
2. Here you'll be connecting the Vault to your Salesforce Org. Just click on "Connect" and let's move to the next step.
3. Salesforce will ask for your credentials again, but that's just them making sure everything is secure and connected properly.

Step 4: Configure the Vault

1. With your Vault now connected, it's time to click on "Configure Vault".
2. Here's where you'll set up the connected app. This little tool will help you control access to your agents via profiles or permissions. Pretty handy, right?
3. Then it's time to get your hands on the Lightning component. This feature allows you to interact with your agents, and you can embed it in a Salesforce record, community, or dashboard.

Step 5: Create Your First Agent

1. Now, click over to the "Agents" tab in AdminAgents.ai.
2. Click on "New" and christen your agent with a name (e.g., "Hello World").
3. Fill in the "Prompt" field to define your agent's functionality. This is your chance to shape your agent's abilities.
4. Set a goal for your agent in the "Goal" field. This is your agent's mission.
5. Then all that's left is to click "Save" and voila, you've just created your first AI agent with AdminAgents.ai!

Congratulations! You've stepped into the world of AI and have your very own agent at your disposal. Don't forget, you can fine-tune your agent's behavior by setting up 'Biases'. This allows you to customize how your agent responds in different scenarios. Now, go explore and let the power of AI take your organization to the next level!