Get started with Coveo for Agentforce

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Coveo for Agentforce, an extension of Coveo for Salesforce, brings Coveo’s powerful retrieval capabilities and real-time case classification to Agentforce AI agents in Salesforce. Coveo powers Agentforce with AI-driven relevance, retrieving the best answers from large, complex content repositories. This ensures accurate, relevant responses to even the most nuanced questions, increasing customer satisfaction and reducing cost-to-serve.

Overview image | Coveo for Agentforce
Important
Important

You must have a valid Coveo for Salesforce license to use Coveo for Agentforce. If you don’t have one, contact your Coveo Sales representative.

About topics and actions

Agentforce AI agents operate with topics, which execute actions.

Topics define the type of job that an Agentforce AI agent can handle. Each topic contains a set of instructions and a scope that determines when it should be applied based on the user’s input. Topics also include guidelines on how the AI agent should use associated actions to achieve the intended outcomes.

Actions represent the specific tasks that an Agentforce AI agent can execute within a topic. They can be considered the "skills" that the AI agent has, allowing it to perform various tasks based on the instructions provided within a topic.

Coveo for Agentforce provides Coveo-powered Agentforce actions that you can use to extend the capabilities of your Agentforce AI agents.

Coveo-powered Agentforce actions

Coveo Passage Retrieval API action

The Coveo Passage Retrieval API action is optimized for question answering (Q&A) use cases. It’s used to return contextual pieces of information (passages) from the items indexed in your Coveo organization. By calling the Coveo Passage Retrieval (PR) API, this Coveo-powered Agentforce action enhances the accuracy and relevance of the responses generated by your Agentforce AI agents. For more information, see Set up and deploy the Coveo Passage Retrieval API action.

Coveo Case Classification API action

The Coveo Case Classification API action is optimized for case classification use cases. It brings real-time case categorization capabilities to your Agentforce AI agents. By calling the Coveo Customer Service API, this Coveo-powered Agentforce action helps agents quickly classify support cases, which speeds up resolution times and improves customer satisfaction. For more information, see Set up and deploy the Coveo Case Classification API action.

Solution demo

Watch the following video to see Coveo for Agentforce in action:

Current limitation

Coveo for Agentforce doesn’t currently support Coveo Usage Analytics reporting.

What’s next?

Learn how to install Coveo for Agentforce.