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How to create Agent Interaction Map?

AIM; Agent Interaction Map; Agent Logic

Updated today

If you want to design and scope your Agents, you need to start with creating an Agent Interaction Map. It is a purpose-built diagram type that helps you capture the architecture of the Agent orchestration and scope of Jobs To Be Done it will support (like 'Topics' in Agentforce platform).

Prerequisites

Elements account: If you are not an Elements user, you can register for free. If you are a Salesforce employee, register and then click on your OKTA tile for access.

How to create an Agent Interaction Map

In Elements.cloud main application's interface, navigate in the left menu to 'AI Agents'. Click 'New' in the top right corner. You will be presented with two options:

  • Agent Interaction Map: Allows you to scope the full Agent, Topics for each Job To Be Done and the execution of Topics. You can drill down to create Agent Instruction Diagrams for each Topic.

Agent Interaction Map (AIM) is great for designing the entire Agent architecture, from orchestration, through scope, and to logic of individual topics.

  • Agent Instruction Diagram: Allows to design and align on a Topic that captures a Job To Be Done. Ideal for quickly ideating an Agent Topic without worrying yet about Agent scope and other topics.

Agent Instruction Diagrams can be captured as child diagrams of the AIM. But if you want to just quickly ideate on a potential topic without worrying about overall agent architecture just yet, you can start here.

Roll over the 'AIM' diagram, and click 'Create'. This will open a new diagram in new tab.

Agent Interaction Map

In AIM, the default shape which you can drag and drop from the left hand side is the 'Agent Topic'. It is a pre-built shape that allows you to quickly capture:

  • Classification of the Agent Topic

  • Name of the Agent Topic

  • Scope of the Agent Topic

Agent name, classification and scope are used by Atlas reasoning engine in Agentforce platform to pick the right topic to execute.

The diagram should be used to capture the 'orchestration logic' of the Agent (that is the part where it decides which Topic to use to respond to utterance from the user or system) and the available Topics. For simplicity, you can click her and copy the pre-built AIM template into your workspace.

Once you have scoped the Topics that your Agent should have access to, click on the Topic box, and from the toolbar select 'Create child diagram'. Select 'Agent Instruction Diagram'. You will then be able to design your Topic logic and instructions.

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