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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Agent assist

Learn about the Agent assist component in the tabs sidebar for a Configurable Workspace record page.

Agent assist helps an agent resolve issues by providing a list of resources related to an open record's short description.

It appears as a tab within the tabs sidebar for a standard record page.

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Agent Assist for Configurable Workspace

The Agent assist component is configured and customized by admins in UI Builder. For information on Agent assist component configurations, see Agent assist UIB Setup.