Blueprints

Blueprints are pre-built templates that give your agent a head start. Each blueprint is optimized for a specific type of work and includes context the agent uses to produce better results.

Example Blueprints

Plan & Build a Sales Cloud Implementation — Configure leads, accounts, contacts, opportunities, sales processes, and pipeline dashboards.

Analyze My Sales Pipeline — Get insights on pipeline coverage, deal velocity, at-risk opportunities, and forecast accuracy.

Tech Debt Audit of Salesforce Core — Review custom code, object model, automation, and security configurations.

Using Blueprints

To use a blueprint, select it when creating a new agent. The blueprint provides a starting point — you customize it with your specific requirements.

When blueprints don't fit your needs, create an agent from scratch by describing what you want in your own words.

Next Steps