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How to deploy Agentforce AI Agent (GenAiPlanner) metadata

A walkthrough on how to deploy Agentforce AI Agent (GenAiPlanner) metadata

Gareth Hefferon avatar
Written by Gareth Hefferon
Updated this week

Agentforce AI Agents engage customers autonomously across channels in natural language.

This guide will explain how to successfully deploy the AI Agent (GenAiPlanner) metadata via Gearset.

Prerequisites

You must make sure to use at least API version 60 for the comparison. Read the prerequisite section of the How to deploy GenAi metadata guide to find out how to do this.

The Einstein bot and Bot version associated to the Agent that you want to deploy must exist on the target org otherwise the agent will not be visible.

What metadata is needed in the filter?

In your metadata filter you will need to include Einstein bot, Bot version & GenAi planner.
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How to deploy through Gearset

To be able to deploy a GenAiPlanner metadata type, you need to make sure that all the GenAiFunction and GenAiPlugin dependencies exist on the target, if they don't then you need to deploy them along side the GenAiPlanner for the validation/deployment to be successful.

Note:

If the GenAiPlanner is New then the associated Einstein bot and Bot version will also need to be deployed to the target org otherwise the deployed GenAiPlanner will not be visible on the target org. It is recommended to always deploy any changes to the Einstein bot and Bot version alongside the GenAiPlanner.

Example:

This GenAiPlanner is dependent on the following GenAiFunction:

  • EmployeeCopilot_AnswerQuestionsWithKnowledge

It is also dependent on the following GenAiPlugins:

  • EmployeeCopilot_GeneralCRM

  • SvcCopilotTmpl_OrderInquiries

  • SvcCopilotTmpl_GeneralFAQ

  • Customer_Service_Assistant

If any of these GenAiFunctions or GenAiPlugins are not on the org or being deployed to the org along with the GenAiPlanner then the validation/deployment will fail.
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We will be adding Problem Analyzers over time to help highlight any missing GenAiFunction or GenAiPlugin dependencies before a validation or deployment occurs.

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