Creating a Process Agent helps you analyze and improve specific business processes using AI. Follow the steps below to get started:
Step 1: Open the Agentic Center
From the top navigation bar, click on Agentic to access your Agentic Center.
Step 2: Create a new agent
Click "Create New” and select “Process Optimization” to create a new Process Agent.
Step 3: Select a process to analyze
Use the interface to highlight the relevant section. This can include specific record types across one or more Salesforce objects, depending on your workflow. Focus on the areas where you want to improve efficiency, reduce manual effort, or streamline performance.
Step 4: Name your agent
Once you activate your agent, give your agent a clear, descriptive name. For example: "Lead Assignment Cleanup" or "Renewal Forecast Improvements".
Step 5: Personalize your agent
Add instructions to give your AI agent more context. You can:
Describe your business logic or tech stack
Set a tone or preferred format
Ask it to focus on a specific outcome or pain point
For example:
Analyze this with a focus on reducing manual tasks. Prioritize changes that don’t require engineering support.
Identify bottlenecks in the patient intake process. Ensure any recommendations comply with HIPAA and require minimal disruption to clinical staff.
Look for inefficiencies in the work order approval process. Suggestions should be mobile-friendly and minimize field technician downtime.
Then click "Create Agent".
Step 6: Upload files for context
Click “Files” to upload any relevant documents or data your agent can use for deeper insights, such as:
Reports (CSV, PDF)
Business process documentation
Screenshots or diagrams
Training decks or SOPs
Once uploaded, your agent will reference these materials during chats, so the advice is tailored to your real setup.
Tip: Include a recent report to get optimization suggestions grounded in current performance.
Step 7: Ask the right questions to streamline your process
Now that your Process Agent is set up, it’s time to engage with it! To get the best results, ask clear, specific questions that target the areas you want to improve. Here are some types of questions to consider:
1. Efficiency questions
How can we reduce the time it takes to complete this process?
What manual tasks can be automated to speed up the workflow?
Can you suggest ways to eliminate bottlenecks in the process?
2. Performance improvement questions
What changes can we make to improve our conversion rate?
How can we increase the accuracy of data entry in this process?
Where are the major inefficiencies in the current system?
3. Scalability questions
How can we scale this process as our team grows?
What changes are necessary to accommodate higher volume without increasing headcount?
4. Customization questions
How can we tailor this process to better align with our specific needs?
Can you help us identify where our current configuration might be missing optimization opportunities?
Can you suggest ways to align our current workflow with the MEDDIC framework?
5. Integration & tool optimization questions
How can we better integrate this process with our other tools (e.g., CRM, ERP, Marketing Automation)?