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Getting Started

Getting Started with AgentForce

How to get started with AgentForce — Opisense's curated catalog of specialized AI workers.

Your personal AI assistant is great for everyday tasks, but sometimes you need a specialist. AgentForce is Opisense's catalog of pre-built AI workers, each tuned for a specific role — customer support, sales, research, and content creation.

AgentForce ships with four ready-to-use catalog agents your workspace admin can enable or disable, and an agent builder for any custom agent your org needs — up to 20 per org.

The four catalog agents

AgentSpecialty
Customer SupportEmpathetic; resolves issues, drafts customer replies
Sales AssistantPersuasive; qualifies leads, drafts outreach, prepares proposals
Research AnalystEvidence-based; synthesizes findings, builds memos with citations
Content CreatorBrand-attuned; writes, edits, brainstorms hooks

Each agent has its own personality, toolkit, and chat thread history. Members talk to them through /agentforce/<slug>/chat.

Try one in 60 seconds

Open AgentForce

Click AgentForce in the sidebar to land on /agentforce. You'll see a card for each enabled agent.

Pick an agent

Click the card for the agent that matches what you want to do. (Drafting a sales email? Pick Sales Assistant. Need a memo? Pick Research Analyst.) A fresh chat thread opens automatically.

Use a starter prompt — or write your own

The empty state shows three suggested starter prompts tailored to the agent's specialty. Click one to drop it into the composer (it doesn't send automatically — you can edit first).

Send and iterate

Send your message. The agent responds, calling tools like search_kb (knowledge base) or search_org_contacts as needed. Tool calls appear as small pills in the chat so you can see what the agent did.

Open a new conversation if needed

Click + New conversation in the thread sidebar to start fresh. Each thread is independent; each agent maintains its own history.

Admin controls

Workspace admins can enable or disable individual catalog agents at /admin/agents. By default, all four are enabled for new workspaces.

If you don't see an agent on the hub, it's been disabled by an admin. Visiting the URL directly shows a "This agent is unavailable" page.

Building your own custom agent

When the catalog doesn't cover a role you need, an admin can build a custom agent at /admin/agents. The flow:

  1. Click + New agent on /admin/agents
  2. Pick a name, icon, color, description, and model
  3. Write instructions and add tools in the editor
  4. Test in the side panel, then publish

Custom agents appear on /agentforce next to the catalog agents.

When to pick which agent

The output shape is the cleanest signal:

  • Customer-facing prose → Customer Support or Content Creator
  • Internal analysis or a memo → Research Analyst
  • Sales-cycle artifacts (emails, proposals) → Sales Assistant
  • Creative copy at scale → Content Creator

There's no handoff mechanism between agents in v1.0. If you want output from one agent in another's thread, copy-paste between them.

What's next?

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