After AI Agent Installation
Assign the permission set
In Salesforce Setup, assign the permission set “SW Agent User” to every user who should access SalesWings AI Agent.
IMPORTANT: If a user does not have this permission set, the component will display a warning and will not work.
Add the Lightning component to record pages
Open Lightning App Builder for the record pages where you want the Agent available.
Add the “SW AI Agent” component to the page layout.
Repeat for the objects you want to support:
Account
Contact
Lead
Opportunity
Note: You can add it to “any or all” Lightning record pages depending on where your team works most often.
Validate that the Agent loads
Log in as a user who has the “SW Agent User” permission set.
Open a record (for example, an Account) where you added the component.
Confirm the component loads without warnings.
How the Agent selects record context
When you start a conversation, SalesWings AI Agent detects the record context and uses the best available information from the record.
Account
If the Website field is present, the Agent uses the website domain.
If not, it uses the Account Name.
Contact
If the Contact is associated with an Account, the Agent reads context from the Account (same rules as above).
If not, and the Contact has an Email, the Agent uses the email domain.
If neither is available, you cannot start a conversation for that Contact.
Lead
If the Lead has an Email, the Agent uses the email domain.
If not, and the Lead has a Company value, the Agent uses the Company field value.
If neither is available, you cannot start a conversation for that Lead.
Opportunity
The Agent reads context from the associated Account (same rules as Account).
AI Agent Settings
To access settings, the “SW AI Sales Agent Admin” permission set is required.
Preferences
Chat User Scope
The request is scoped to the user level. (If disabled, it is org-wide.)
Guardrails
Determines which fields are selectable in Contexts > Conversation.
For more information about data classification, see the Data Classification Metadata Fields Salesforce Help page.
Contexts
Account Context Fields
Additional Account field values to send with the chat request (Account Name is always sent).
To change the list of available fields, see Data Sensitivity Level under Preferences.
Lead Context Fields
Additional Lead field values to send with the chat request (Company is always sent).
To change the list of available fields, see Data Sensitivity Level under Preferences.
Need more help?
If you are unsure which record pages to update, or your users see warnings even after permission assignment, contact SalesWings Support or schedule a quick enablement call so we can review your Salesforce setup with you.