Installing Quote Agent Package
- Salesforce administrator permissions are available.
- Conga CPQ is configured and operational in Salesforce.
- Agentforce is enabled in Salesforce.
- The package installation link is available.
- The agent script file, supplied as a ZIP file or a script file, is available.
The agent script defines the subagents and actions of the Conga Quote Agent. You paste its contents into Agentforce Studio in the next task, so keep the file accessible after installation.
- Install the Conga CPQ AI Library package using the provided installation link. For more information, see Installing CPQ Managed Packages.
- Obtain the agent script from the attached ZIP file or agent script file.
The package is installed and the agent script is available for import into Agentforce Studio.
Create the agent from the script. See Creating the Agent from a Script.