Follow these steps to enable the User Support Agent - starting with Sweep, then completing setup in Salesforce.
In Sweep:
Open the Support Agent:
Install the Agent:
Decide which Salesforce lightning app the agent would show in (you can always edit this later):
In Salesforce
Enable Sweep AI Support
To control access to Sweep User Support Agent in Salesforce, assign the Enable Sweep AI Support custom permission using either a Permission Set or a Profile.
Here’s when to use each, and how to assign the permission.
Note: Make sure Sweep__Sweep_External_Credential is granted to the user as well.
When to Use Permission Sets vs. Profiles:
Use Permission Sets to give additional access to specific users without modifying their Profiles.
Use Profiles for access that applies to a large group of users by default.
Option 1: Assign the Custom Permission to a Permission Set:
Go to Setup → Search for and click Permission Sets.
Open the Permission Set where you want to add the Custom Permission.
In the Permission Set, scroll down to the Custom Permissions section.
Click Edit.
Select Enable Sweep AI Support.
Click Save.
Option 2: Assign the Custom Permission to a Profile:
Go to Setup → Search for and click Profiles.
Open the Profile where you want to add the Custom Permission.
Scroll to the Custom Permissions section (usually in the System Permissions area).
Click Edit.
Select Enable Sweep AI Support.
Click Save.