Agentforce · Agent Builder

Diagnose Agentforce Identity Verification Flows

Find and fix the identity verification flows that an Agentforce agent calls, so customers verify who they are before the agent looks up or changes their records.

3 tasks
Method

How MeshMesh does it

  1. Changes the agent's lookup flow so it requires email verification before it retrieves any booking.
  2. Builds and deploys a wrapper flow and its agent action for the customer identification service.
  3. Updates the topic instructions and the agent's role so the agent asks for an email first.
  4. Patches stale agent metadata through the Tooling API, activates the agent and tests that it asks for an email first.
  5. For a demo, replaces email verification with a bypass and tests the active agent end to end in agent preview.