Setting up Tutor
Last updated
Last updated
Welcome to the Tutor for Learning documentation! built for Agentforce, Tutor is a powerful extension to our agent, designed to enhance the assessment experience by providing the learner with an AI interface into their assessment data.
By combining personalized learning with intelligent feedback, Tutor for Learning fosters deeper engagement and more effective outcomes for every learner.
You’ll find everything you need here to setup and manage Tutor.
The Tutor for Learning v1.0.0 package consists of five Invocable Apex Classes. These Apex Classes are intended to be set up as Agent Actions and assigned to Topics in Agentforce. The below steps provide complete setup instructions for these Agent Actions, as well as setup details for two Topics to assign the Agent Actions to.
Ensure you are running an Org with the 'Einstein1AIPlatform' license installed. This license is required in order to run Agentforce in the Org.
Ensure the (LDM), , and packages are installed in your Org.
Enable ‘Einstein Copilot for Salesforce’ in your Org:
Enable ‘Einstein Bots’ in your Org:
The Tutor for Learning package consists of the following Invocable Apex Classes:
Tutor_Mark
Description: Retrieves the overall learner mark, feedback, and instructional feedback types for a given assessment.
Tutor_Task
Description: Retrieves the individual learner task scores, feedback, and instructional feedback types for a given assessment.
Tutor_Criterion
Description: Retrieves the individual learner criterion scores, feedback, and instructional feedback types for a given task in an assessment.
Tutor_SenseMaking
Description: Queries the generated AI model for specific course knowledge covered by an assessment.
Tutor_Instruction
Description: Queries the generated AI model for instructional guidance on knowledge covered by an assessment.
The below steps will refer to specific sections in these configuration detail pages. For each Invocable Apex Class, follow the below steps to setup the Agent Action for Agentforce:
Select ‘Agent Actions’ inside ‘Setup’ and press ‘New Agent Action’:
Select ‘Apex’ as the Reference Action Type and select one of the Tutor for Learning Apex Classes from the list, then press ‘Next:
Checks for filling out configuration details:
Ensure all of the following sections are filled out correctly:
Agent Action Instructions
Inputs:
Instructions
Advanced Settings
Outputs:
Instructions
Advanced Settings
Capture all formatting as provided in the configuration details document including bullet points.
Once all configuration details are complete, press ‘Finish’.
Repeat steps 1-3 for all five Apex Classes. Once complete you should have five new Agent Actions.
There are two Topics that are recommended for configuration to effectively utilise Tutor for Learning. These Topics are as follows:
Tutor_Assessment
Description: Provides the Agentforce Agent with the ability to discuss and educate a student on their graded performance against a particular assessment.
Tutor_Knowledge
Description: Provides the Agentforce Agent with the ability to converse with a student on specific course material covered by an assessment.
The below steps will refer to specific sections in these configuration detail pages. It is currently recommended to use the ‘Einstein Copilot’ Agent when configuring Topics and applying Agent Actions. Follow the below steps to setup each Topic:
Select ‘Agents’ inside ‘Setup’. On the ‘Einstein Copilot’ Agent press the down arrow and then press ‘Open in Builder’:
Select the ‘Topics’ tab from the side bar. Ensure to remove all default Topics from the Einstein Copliot Agent first, then press ‘New’ and ‘New Topic’:
Checks for filling out configuration details:
Ensure all of the following sections are filled out correctly:
Topic Label
Classification Description
Scope
Instructions
Example User Input
Capture all formatting as provided in the configuration details document including bullet points. The numbered breaks in the configuration details document, e.g. ‘1---’, indicate a new instruction or example user input to be added.
Once all configuration details are complete, press ‘Next’.
Search for ‘Tutor’ in the search bar, then select all the Agent Actions to apply to the Topic as stated in the configuration details document, then press ‘Finish’:
Repeat steps 2-4 for both Topics. Once complete you should have two Topics with the correct Agent Actions applied to them.
After completing all setup steps, press ‘Activate’ on your Agent inside of Agent Builder:
Start the chat with: ‘Please tell me my assessment grades’. Then proceed in order with each subsequent query:
‘The assessment name is <INSERT_ASSESSMENT_NAME>.’
‘My email is <INSERT_CONTACT_EMAIL>.’
‘Can I see my overall instructional feedback?’.
‘Can I see how to improve my overall score by one grade?’.
‘Can I see my score for Question 1 only?’
‘Can I see this score against the rubric?’
‘That is everything I need, thank you’.
Each Invocable Apex Class must be manually added and configured as an Agent Action. The configuration details for each Agent Action can be found in this folder:
Use the configuration details document for the given to fill out all configuration sections exactly:
Ensure the correct configuration details document is used from the folder:
Each Topic must be manually added and configured inside Agentforce. The configuration details for each Topic can be found in this folder:
Use the configuration details document for the given to fill out all configuration sections exactly:
Ensure the correct configuration details document is used from the folder:
Tutor for Learning requires a graded submission output from in order to be used effectively. Please follow the guide in order to return a graded submission output for a learner into the .
Once a graded output is present in the , Tutor for Learning can be engaged against the submission. To validate the Agent, inside Agent Builder execute the following queries in order after each response from the Agent, make sure to replace the assessment name and contact email with your values:
Need help? If you need further assistance or encounter any difficulties, our support team is ready to help. Please reach out to us at