Testing and Activating the MaxAI Agent
Once you have added your subagents, you are free to start testing MaxAI's responses in the Agent Builder.
As a reminder, you can access the Agent Builder of your employee agent via the drop-down on the Agentforce Agents page (click Open in Builder as shown in the example below).
On the Agent Builder screen, you can various use cases by entering an appropriate query (such as the examples provided below) in the Conversation Preview panel.
| Use Case | Sample Query |
|---|---|
| Seeking next best actions |
'What should I do next to move the deal [opportunity name] forward?' For more opportunity prompt suggestions, see AI Prompt Library for Opportunity Manager . |
| Assessing deal progress |
'Show me the qualifiers for the opportunity [opportunity name] and tell me which ones are incomplete.' For more sales process prompt suggestions, see AI Prompt Library for Sales Process Manager . |
| Prioritization of account plans |
'Which of my accounts need the most attention right now?' For more account plan prompt suggestions, see AI Prompt Library for Account Planning . |
In the example below, assistance is sought with identifying contacts missing from the relationship map for an opportunity with the account Ancaster Engineering.
The Conversation Preview displays the test query and the agent's response, while the middle pane details the subagents, actions, instructions, and reasoning your agent used to answer your query.
If you wish to tweak the agent's responses or behavior, you can explore your options with MaxAI customization.
For more in-depth guidance on agent testing, including AI-assisted batch testing, visit Test Your Agent in the Salesforce Help.
If you are happy with the responses, click Activate to make your MaxAI Revenue Execution agent available to your Altify end users - as shown in the example below:
