Nisha Rastogi

Agent Builder Onboarding

AI agents unlock real value for enterprises, but building them typically required deep technical knowledge, long setup times, and engineering handholding. I designed a guided onboarding flow with progressive disclosure, and validation at every step. Users could grasp the agent building blocks quickly.

Team
Aron, Ren, Shalini, Carlos
Date
Aug 2024 – Dec 2024

Builder Interaction

As lead designer on Agent Builder, I defined the interaction patterns for the builder — anchored on two principles: quick validation at every step, and contextual support exactly when users need it.

Agent Builder Framework

Agent templates was designed a framework to enable several product teams to build on top of it. This framework ensured consistent agent building experienfce across various Salesforce products.

Select agent template
Assign Topics
Customize details

Impact

1,000

AI agents deployed in the first 3 months

21

Agent templates created using the framework

5–8 min

To set up the first agent