Agentforce · Agent Builder40 tasks
Build Agentforce Email Agents
Build an Agentforce agent that reads inbound email cases and answers them end to end, connected to Email-to-Case so replies go out on the same case.
Method
How MeshMesh does it
- Starts from a shared recipe for Conversational Email when one fits the job.
- Deploys the parts that can be set up programmatically: Apex classes, agent metadata, custom fields, permission sets and email templates, including templates with AI placeholders, a routing configuration, a queue and email threading tokens.
- Builds or rebuilds the agent in the new builder with topics for the customer's business, connects it to Email-to-Case, verifies automatic routing and deploys a Send Email Reply action.
- Activates the agent and adds an AI summary section to the Case layout for the right record type.
- Where no programmatic route exists, writes up the email channel setup as manual UI steps for an admin.
- When the email agent does not pick up or answer cases, the work moves to diagnosis. For more on this, see Diagnose Agentforce Email Agent Issues.
Products
Products and features it works with
Bars show how many of this capability's tasks touched each product.