Creating a Custom Subagent for Conga Sales Agent

Conga Sales Agent is created in your Salesforce org.
You have system administrator permissions in Salesforce.
You have identified the Conga CPQ workflow that the custom topic addresses.

If the Agentforce Asset Library does not include a topic that covers a specific Conga CPQ workflow, you can create a custom topic for Conga Sales Agent. A custom topic defines a unique job for the agent, such as handling CPQ-specific pricing approvals or generating renewal quotes, by specifying its classification description, scope, and step-by-step instructions.

From Setup, enter Agentforce Agents in the Quick Find box, and then select Agentforce Agents.
Click Conga Sales Agent to open it in Agentforce Builder.
In the left panel, click the Subagent tab.
Click New, and then select New Subagent to open a Create a Subagent popup.
Enter the job to be performed by the new agent and click Next.
Enter the Name, API Name as required.
Use a name that clearly reflects the Conga CPQ job or workflow the topic addresses. For example: Pricing Approval Management or Renewal Quote Generation.
In the Classification Description field, describe the conditions under which Conga Sales Agent uses this topic.
The classification description tells the agent's reasoning engine when to call this topic based on the user's intent. Write a clear, concise statement that identifies the type of request this topic handles. For example: Handles requests from sales representatives who need to submit a quote for pricing approval or check the status of a pending approval.
In the Scope field, define what Conga Sales Agent can and cannot do within this topic.
The scope acts as a job description that sets the boundaries for the agent's behavior within this topic. Be specific about the tasks the agent performs and the tasks it does not perform. For example: Your job is to help sales representatives submit quotes for pricing approval and check the status of submitted approvals. Do not modify quote line items or override discount rules.
In the Instructions section, click Add Instruction and enter the step-by-step guidance that Conga Sales Agent follows when executing this topic.
Instructions define the detailed steps and guardrails for the agent's behavior. It is a best practice to start with a minimal set of instructions and refine them iteratively based on testing results. For example: If the user asks to submit a quote for approval, confirm the quote number and requester name before initiating the approval process.
Repeat the previous step to add additional instructions as needed for the topic.
In the Example User Input section, Add examples of questions or requests that could trigger this subagent. Click Add Example Input to add additional example user inputs.
Click Next.
The custom subagent is saved and appears in the Subagents tab in Agentforce Builder.
Select the actions you want to include in your subagent (optional).
Click Finish.
The custom subagent is saved and appears in the Subagents tab in Agentforce Builder.
Click the custom subagent you created., click This Subagent's Actions tab, and then add the actions that the agent uses to complete the jobs defined in this topic.
Actions are the tools that Conga Sales Agent uses to perform the jobs defined by the agent. Add only the actions that are necessary for the agent's scope. For more information about actions, see Customize Your Agents with Topics and Actions.

The custom topic is created and assigned to Conga Sales Agent. Sales representatives can now use the agent to perform the Conga CPQ workflow defined by the topic.

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Creating a Custom Subagent for Conga Sales Agent

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