Installation -Salesforce Agent Assist

In this article, you'll learn how to install Agent Assist in Salesforce including adding the widget in Enjo, installing the Salesforce package, configuring URLs, and adding the widget to your case layout.

Before you start

• You need Owner or Admin role in Enjo.

• Your Salesforce account must be connected to Enjo. See Salesforce Cases if you haven't set that up yet.

• You need at least one AI Agent created in your workspace. See Create AI Agent.

• You need the Enjo package installation URL from the Enjo support team.

• You need Salesforce admin access to install packages and edit page layouts.

Installation overview

Setting up Agent Assist for Salesforce involves five steps:

1. Add the Agent Assist widget in Enjo

2. Install the Enjo package in Salesforce

3. Configure Trusted URLs, CORS, and Remote Site Settings

4. Add the Enjo widget to the case layout

5. Verify the installation

Step 1 — Add the Agent Assist widget in Enjo

1. Go to Global Settings > Agent Assist.

2. Click Add Widget.

3. Select Salesforce Cases as the widget type.

4. Select your configured Salesforce domain from the dropdown. If Salesforce is not yet connected, click Add New and follow the Salesforce Cases setup guide.

5. Click Add.
   

   

Your Salesforce Cases Agent Assist widget now appears in the Agent Assist dashboard.

Step 2 — Map an AI Agent

1. In the Agent Assist dashboard, find your Salesforce widget and click ···.

2. Select View Details.

3. Go to Agent Mapping.

4. Click Add Mapping.

5. Select the AI Agent to assign from the dropdown.

6. Choose whether this mapping applies to:

   • All cases — the AI Agent handles all Salesforce cases

   • Specific cases — filtered by fields such as case origin, priority, status, or product

7. Click Submit.
   

   

💡 You can create multiple mappings to route different types of cases to different AI Agents. See Configure Agent Assist for the full configuration guide.

Step 3 — Install the Enjo package in Salesforce

1. Get the package installation URL from the Enjo support team.

2. Paste the URL into your browser and press Enter.

3. Log in with your Salesforce username and password.

💡 If you are using a Sandbox account, enter your Sandbox URL and click Continue instead of logging in directly.

1. On the installation page, choose who to install for:

   • Install for Admins Only

   • Install for All Users

   • Install for Specific Profiles

2. Acknowledge the terms and click Install.

3. Wait for the installation to complete.

4. Click Done.
   

   

Step 4 — Configure URLs in Salesforce

Three URL configurations are required after installation: Trusted URLs, CORS, and Remote Site Settings.

Trusted URLs

1. Click the gear icon at the top of Salesforce and select Setup.

2. Search for Trusted URLs in the Setup search bar.

3. Click New Trusted URL.

4. Enter the following details:

   • API Name — Enjo

   • URL — https://app.enjo.ai

5. Select all checkboxes under CSP Directives.

6. Click Save.
   

   

CORS

1. In Setup, search for CORS.

2. Click New.

3. Enter https://app.enjo.ai as the origin URL pattern.

4. Click Save.
   

   

Remote Site Settings

1. In Setup, search for Remote Site Settings.

2. Click New Remote Site.

3. Enter the following details:

   • Remote Site Name — Enjo

   • Remote Site URL — https://app.enjo.ai

4. Check the active checkbox.

5. Click Save.

💡 All three URL configurations Trusted URLs, CORS, and Remote Site Settings must be saved correctly before the widget will load in Salesforce cases.

Step 5 — Add the Enjo widget to the case layout

1. Open any individual Salesforce case.

2. Click the gear icon and select Edit Page.

3. Locate the EnjoWidget component in the components panel.

4. Drag and drop EnjoWidget to your desired location on the page layout.

5. Click Save in the top right corner.

6. In the prompt that appears, click Authenticate.

7. Click Remove as Org Default.

8. Select Desktop and Phone.

9. Click Next then Save.

10. Click Back to return to the case view.

Step 6 — Verify the installation

1. Open any Salesforce case.

2. Confirm the Agent Assist panel is visible in the case view.

When Agent Assist is working correctly you will see:

• A generated case summary

• An AI-generated answer based on your mapped AI Agent's knowledge

• Knowledge block generation for the case
  

  

💡 If the Agent Assist panel does not appear, verify that all three URL configurations in Step 4 are saved correctly and that an AI Agent is mapped in Step 2.

What's next

• Agent Assist Configuration — Configure appearance, recommendations, chat behavior, and Agent Mapping.

• Using Agent Assist in Your Helpdesk — Learn how to use Agent Assist features during live support work.

• Agent Assist Installation — Jira — Install Agent Assist in Jira.

• Agent Assist Installation — ServiceNow — Install Agent Assist in ServiceNow.