Generative UX · Salesforce Agentforce

Moving from random AI responses to predictable design

We’ve moved past the phase where a simple chatbot is enough. UX is now about orchestrating how an AI thinks and acts inside a complex system, the “hidden” side of Generative UX: prompt engineering and governance that keep the technology grounded in real data.

Role
Product & Interaction Designer
Platform
Salesforce Agentforce
Focus
Generative UX · Governance
Discipline
AI Interaction Design

My goal: agents that don’t just talk back, but anticipate what a user needs before they ask, while keeping the data 100% accurate.

Case Study 01 · Coral Cloud Resorts

Orchestrating proactive AI with Agentforce

Evolving an AI strategy from a basic chatbot into a proactive, on-brand assistant that delivers high-accuracy guest data, without hallucinating.

Client
Coral Cloud Resorts
Surface
Guest Success Agent
Model
GPT-4o Mini · temp 0.3
Scope
Prompt · Governance · LLM
Prompt Builder · Generate Personalized Schedule · Resolved Prompt → Generated Response
Prompt Builder preview showing a grounded resolved prompt and the AI-generated personalised guest schedule
The outcome. A grounded prompt resolves real CRM data into a personalised, on-brand schedule, the AI introduces itself and lists today’s activities matched to the guest’s interests.
01 The Challenge

From basic chatbot to proactive assistant

Coral Cloud Resorts needed their AI to feel human and stay on-brand while delivering high-accuracy guest data, and never “hallucinating” incorrect information.

01

Feel human & on-brand

A generic chatbot tone erodes trust; the agent had to sound like the Guest Success team.

02

No hallucinations

Guest-facing answers must be factual and grounded in real CRM data, every time.

03

Safe & governed

AI disclaimers and governance protocols for ethical, enterprise-ready deployment.

02 The Solution · Pillar 1

Environmental governance & readiness

Before customising the experience, I prepared the foundation, activating the AI ecosystem inside a secure platform environment, ready for enterprise-level tasks.

Activated the core Agentforce and Einstein Generative AI infrastructure.
Handled the disclaimers & governance that make generative AI safe to deploy.
Treated readiness as a UX concern, trust starts before the first response.
Setup · Agentforce (Default)
Salesforce setup page turning on Agentforce Default and Einstein Generative AI
Activation. Turning on Agentforce & Einstein Generative AI.
Disclaimers
Governance disclaimer modal warning that generative AI can produce inaccurate responses
Governance. Acknowledging the generative-AI disclaimer up front.
03 The Solution · Pillar 2

Contextual personalisation & identity

A “human” AI needs a clear identity and access to relevant data. I grounded the prompt template in a specific user context so the agent knew its role, and the guest’s history, before responding.

Defined the agent’s identity and brand persona within the “Guest Success Team.”
Engineered prompt logic with dynamic resources, User Name, Record Snapshots, to eliminate data gaps.
Grounding in real-time CRM data cuts “search fatigue”: the right answer arrives immediately, not after tab-hopping.
Setup · Users · Einstein Service Agent
Einstein Service Agent user configuration giving the agent an identity at Coral Cloud Resorts
Identity. The agent gets a defined user, profile, and brand.
Prompt Builder · Template grounding
Prompt template grounded in User.FirstName, CompanyName and a contact record
Grounding. Dynamic resources bind the prompt to real CRM data.
04 The Solution · Pillar 3

LLM reliability with Einstein Studio

To raise the bar on reliability, I configured a custom model in Einstein Studio and set the Temperature to 0.3.

The logic: a lower temperature makes the LLM more deterministic and focused. In a business-critical environment, “predictable and accurate” beats “creative and random.”

Treating temperature as an interaction-design decision, not a technical setting, is what builds user trust.

Einstein Studio · Model Playground
Einstein Studio model configuration with temperature set to 0.3
Temperature 0.3. Tuned for deterministic, factual output.
Einstein Studio · Model
Configured OpenAI GPT-4 Omni Mini model details in Einstein Studio
Model. A configured GPT-4o Mini foundation model.
05 The Solution · Pillar 4

Validation & global scalability

I validated the output, confirming the tone shifted from “generic” to “casual yet business-like,” and that the agent held up across languages for a consistent global experience.

Tested generation to verify tone and accuracy against the brand voice.
Stress-tested high-density information across multiple languages.
Confirmed the same grounded logic produces a faithful French response.
Preview · English
Generated personalised schedule in English
English. A personalised, on-brand schedule for the guest.
Preview · French
The same grounded prompt generating a personalised schedule in French
French. The same logic, validated for multi-language scale.
· Key results

Predictable, trustworthy, global

Grounding the AI in real data and tuning it for determinism turned a generic chatbot into a dependable guest-success agent.

↓ Cognitive load
Instant, filtered answers
Guests get personalised schedules without manual searching.
0.3 temperature
System integrity
Responses stay factual, professional, hallucination-free.
Multi-language
Global readiness
Consistent brand voice proven across languages.
Case Study 02 · Coral Cloud Resorts

Systems design for conversational discovery

When an AI can describe an event but can’t give its price, the user has to leave the conversation to search elsewhere, and momentum breaks. I closed that gap by improving the component systems that power the agent’s intelligence.

Client
Coral Cloud Resorts
Surface
Experience Agent
Approach
Systems Design
Scope
Flow · Actions · Governance

I fixed the plumbing, not the script, true systems thinking starts with the data architecture, not the prompt.

01 The Challenge

Missing data breaks momentum

In a high-energy discovery moment, searching for live events or local activities, a single missing field stalls the whole journey.

01

The gap

The agent could describe an experience, but couldn’t answer “how much?”

02

The cost

Users had to leave the conversation to find price elsewhere, friction and drop-off.

03

The fix

Improve the component systems powering the AI, not just the wording of its replies.

02 Phase 1 · Flow Design

Expanding the data layer

Systems thinking starts with the data architecture. I modified the back-end Get Experience Details flow to retrieve the Price field, so the plumbing could support the user’s real need: understanding value and cost.

Flow Builder · Get Experience Details, V2 · Get Records
Flow Builder Get Records configuration adding the Price field to the experience retrieval
The data pipeline. Adding Price__c to the retrieval logic makes real-time pricing available to the conversational interface.
03 Phase 2 · Agent Actions

Mapping logic to interface

Data is only useful if the AI knows how to deliver it. I updated the Agent Action instructions to map the new record data into the user-facing response, behavioural design that matches the natural flow of a discovery conversation.

Agentforce Assets · Agent Action · Input & Output instructions
Agent Action input and output instructions mapping the experience record back to the user
The hand-off. Aligning Agent Action instructions with the back-end logic for a seamless, polished delivery.
04 Phase 3 · Topic Instructions

Intent governance

To keep the agent focused and hallucination-free, I wrote specific Topic Instructions, explicitly telling the AI when to call the retrieval action (e.g. when asked about Name, Description, or Price).

Agentforce Builder · Coral Cloud Experience Agent · Topic Details
Topic instructions telling the agent to call Get Experience Details when asked about name, description, type or price
The guardrails. Intent-based governance triggers the right action for the right question, predictable by design.
05 Phase 4 · End-to-End Validation

Closing the loop

I validated the full journey, from requesting a personalised schedule to drilling into a specific event. The result: a data-rich response with accurate pricing, so the user decides without ever leaving the conversation.

Agentforce Builder · Conversation Preview
Conversation preview where the agent answers about white water rafting including a $250 price
The validated experience. “Tell me more about white water rafting” returns description, activity level, type, and Price: $250.00, in one frictionless reply.
· Key results & impact

One conversation, zero dead ends

Connecting back-end Salesforce logic to the front-end experience removed the friction, and built an architecture that scales.

Systems thinking
Back-end → front-end
Salesforce logic wired straight into the UX, less ambiguity for the user.
100% in one turn
Reduced friction
Everything needed, including price, in a single interaction.
0→1 ready
Scalable architecture
Modular, add seat locations, bag policies, and more as it grows.