As an initial step we would like to give a brief overview of our terminology and wording. All apps offered are based on a single technical platform: our AI-Agents. As you may have already guessed AI is the acronym for Artificial Intelligence. Therefore we subsequently will often use the term AI-Agents.
To ensure that our AI-Agents can support you appropriately we need a user within your Salesorce instance.
User set-up for our AI-Agent's
Step 1: User set-up!
Please set up a new user for our AI-Agents just the way you normally do. In case you have ordered several AI-Agents one user is sufficient.
Please check the tasks and related user rights and user roles you want to transfer to the AI-Agents. Now you can carry out the corresponding set-up.
We will provide you with the necessary email address for our AI-Agent. You can find it on the order confirmation. The email address follows the convention (AIAgentId@ai-works4u.com) e.g. firstname.lastname@example.org
Step 2: Info to ai-works4u.com
Now it’s our turn.
With receiving Saleforce’s confirmation mail of a new user in Salesforce we will correspondingly set-up the new user with a password and collect the User Security Token.
The User Security Token is necessary to set-up an API connection.
Step 3: You’re done!
The new Salesforce User for your AI-Agents is now ready to go!
You can now proceed with the How to install AI-Agent's for Salesforce guide.