Agent
Designer
Build reliable agents faster
Accelerate re-use and collaboration
- Design reliable agent logic with AI assistance
- Generate Agent Instructions from design documentation
- Maintain audit trail of Agent Instruction diagrams
- Use Salesforce-native diagram templates
- Unlimited diagrams
- Collaborate across teams in real time
What gets in the way of scalable design
Agents work better with structured, specific inputs
Prompts, test cases, and logic need more than free text and sticky notes. Agent Designer provides agent specific diagramming tools, purpose-built templates, and automatic validation aligned with how Salesforce Professional Services approach agent design.
There’s no single source of truth
Agent logic often lacks clear documentation or gets lost post-workshop. Agent Designer captures designs, instructions, and decisions automatically, turning brainstorms into lasting assets.
Tools and ideas are all over the place
The platform used by Salesforce Professional Services
Agent Designer brings all your agent design work into one place so teams can move fast, stay aligned, and deliver smarter, well-structured agents.
Agent Instruction Diagrams
Confidence to say “yes” to Agentforce
Agent Instruction Diagrams let you design how you want your AI Agent to behave using simple drag and drop notation for guardrails, agentic steps, deterministic actions, and prompt templates.
You can define logic visually, validate it with built-in checks, and instantly generate structured Agent instructions and test cases so you’re not just sketching ideas, you’re building intelligent, auditable blueprints.
Customers and partners describe this as “providing stakeholders the confidence to say yes to Agentforce.” It creates a clear, natural language picture of the directions you are giving your digital employees, so everyone can understand and contribute to ensuring the agent reflects your priorities, desired outcomes, and execution style through appropriate deterministic Actions.
Agent Interaction Maps
Agent Interaction Maps provide the structure to visualize the various topics the Agent uses when reasoning and developing a plan to respond to the user’s interactions.
It’s one hierarchy, with the Global Instructions, categorized and scoped Topics, and even Variables and Filters, to ensure you have an agent that is designed to optimize reasoning and deliver the desired outcomes in the best-performing manner. It selects the right topics and filtered routes through those topics, with minimized scope for confusion and hallucination.
Extensive template library
Agent Designer includes an extensive library of templates tailored to Salesforce use cases, from AI Agent designs to business processes, data models, and customer journeys.
Each template is built with best practices in mind, whether you’re working in Sales Cloud, Service, CPQ, or Experience, and helps teams start faster, stay consistent, and scale their design approach with confidence.
Agent quality checker
Agent Designer includes AI-powered tools that accelerate how teams capture and structure ideas.
Our embedded AI assistants review your diagrams for clarity, consistency, and best practices, helping you refine logic, avoid ambiguity, and design instructions with confidence.
