Setting Up JustOn Billing Intelligence

Setting up JustOn Billing Intelligence involves the following tasks:

• Installing JustOn Billing Intelligence
• Enabling Agentforce
• Creating the Billing Intelligence agent
• Enabling your users to access the Billing Intelligence agent

Installing JustOn Billing Intelligence

To install JustOn Billing Intelligence in your org:

1. Open the app listing in Salesforce AgentExchange or Salesforce AppExchange to get JustOn Billing Intelligence.
2. Click Get It Now to invoke the installation procedure.

3. Follow the instructions and provide the required information as necessary.

   When prompted

   • Choose the option Install for Admins Only (see why)
   • Allow access to third-party websites (see why)

   After the procedure completes, you can verify the installation success. To this end, click to enter Setup, then navigate to Apps > Packaging > Installed Packages, and check for the installed package JustOn Billing Intelligence.

Enabling Agentforce

Before creating your AI agent, make sure to enable Agentforce and Einstein AI in your org:

1. Click to enter Setup, then navigate to Einstein > Einstein Generative AI > Einstein Setup.

2. Enable Turn on Einstein, if it is not already active.

   

   You may need to refresh the page in your browser to reload the settings.

3. Navigate to Einstein > Einstein Generative AI > Agentforce Studio > Agentforce Agents.

4. Enable Agentforce Agents.

   

Creating Billing Intelligence Agent

To create your autonomous AI assistant:

1. Click to enter Setup, then navigate to Einstein > Einstein Generative AI > Agentforce Studio > Agentforce Agents.

2. Click + New Agent.

   This opens the Agent Creator.

3. Select Agentforce Employee Agent, then click Next.

   

4. Deselect the pre-selected topic General FAQ, then click Next.

5. Specify your agent's details, then click Next.

   Field	Example Value
   Name	JustOn Billing Intelligence
   API Name	JustOn_Billing_Intelligence
   Description	Analyzes customer payment history to generate risk assessments, identify trends, and provide credit management recommendations.
   Role	You analyze customer payment history to generate risk assessments, identify trends, and provide credit management recommendations.
   Company	Provides business solutions for analyzing customer payment behavior, evaluating risk, and optimizing financial decision-making using Salesforce capabilities.

   Optionally, select Keep a record of conversations with enhanced event logs to review agent behavior.

   

6. Click Create.

   This creates the agent and opens the Topics page.

   Skip the data source selection when prompted.

7. On the Topics page, select New > Add from Asset Library.

8. Select JustOn Payment Health Check Topic, then click Finish.

   

9. Back on the Topics page, click the topic's name to access its details.

   

10. Open the This Topic's Actions tab.

11. Select New > Add from Asset Library.

12. Search and select JustOn Payment Health Check APEX and JustOn Payment Health Check Prompt Template, then click Finish.

    

13. Back on the Topic Details page, click Activate.

    Dismiss the configuration warning, clicking Ignore & Activate.

    

    This saves and activates your agent's actions.

14. Leave the Agentforce Builder.

    Click ← and confirm the operation.

Enabling Agent Access for Users

To enable your users accessing the Billing Intelligence agent, you create a dedicated permission set and assign it to your users.

1. Click to enter Setup, then navigate to Users > Permission Sets.
2. Click New.

3. Specify the name, API name and description as necessary.

   Use, for example, the following values:

   Field	Example Value
   Name	Agentforce Employee Access
   API Name	Agentforce_Employee_Access
   Description	Gives permission to use included employee agents.

   Do not select Session Activation Required and do not set a specific license assignment (License = None).

4. Click Save.

   This creates a new, empty permission set and opens its detail view.

5. Select Agent Access > Edit.

6. Move your agent (JustOn Billing Intelligence as created before) to the Enabled Agents column.

   

7. Click Save.

   This saves the permission to access your AI agent.

8. Add the permission set to your users as necessary.

   For details, see Manage Permission Set Assignments in the Salesforce Help.