At which step do you describe your agent's role in the setup process?

Describing your agent's role in the setup process typically occurs during the Define Settings stage. This step is crucial as it involves outlining the parameters that will shape how the agent operates within the Salesforce environment. In this phase, you establish guidelines, workflows, and assignments that define the agent's responsibilities, ensuring clarity in their function and the processes they will follow.

This initial setup is vital for creating a successful framework for agent interaction and task management. By defining settings, you create a structured approach that aligns the agent's role with the organization’s goals and the specific needs of the customers they will serve. It lays the groundwork for effective performance management and customization in later stages of the setup process, allowing for a more tailored experience as other features and functionalities are integrated subsequently.