Creating Your First Agent

In MeshMesh, an agent is an AI assistant designed to accomplish a specific goal or objective. While you can use MeshMesh as a chatbot for quick questions, it's really built to execute work for you — implementing a Sales Cloud configuration, building an Agentforce assistant, analyzing your pipeline, or cleaning up data across your org.

How to create your first Agent

When you create an agent, you're giving it a mission. The agent figures out the steps needed, connects to your Salesforce org, and works through the objective. You can watch its progress, provide guidance when it asks questions, and review what it produces.

Start from a Blueprint

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.

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

Start from Scratch

When blueprints don't fit your needs, create an agent from scratch by describing what you want in your own words. This gives you full flexibility for custom requirements, cross-product workflows, or exploratory work where you're not sure exactly what you need yet.

A good description has three parts: the goal (what you want to accomplish), the context (relevant details and constraints), and the expected output (what you want to receive).

Here's an example:

Identify customers at risk of churning.

Use Data Cloud customer records. Define "at risk" as no purchase
in 90 days but still engaging with emails. Exclude anyone with
an open support ticket.

Return a list with customer name, last purchase date, and
engagement score, sorted by highest engagement first.

The goal is clear, the context provides necessary details, and the expected output is specific.

Plan Mode vs Build Mode

MeshMesh offers two ways to work depending on how much oversight you want.

Plan Mode gives the agent read-only access to your connections. It can analyze your org, access the web for research, and create a detailed plan — but it won't make any changes until you switch to Build Mode. You'll see exactly what it intends to do, review the plan, ask for modifications, and then decide whether to proceed.

Build Mode lets the agent make changes to your org if you ask it to. The agent starts executing as soon as you describe what you want — faster for straightforward tasks when you already know what you need.

You can switch between modes anytime from the mode selector.