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AI Agents Configuration Guide

  • Updated on May 25, 2026
  • Published on May 25, 2026
  • 3 minute(s) read
  • Migration Team
  • S
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Overview

AI Agents in TechnoMile's Contracts Suite on Salesforce are designed to help customers automate workflows, increase efficiency, assess risks, and improve compliance. These domain-trained available AI Agents include:

  • CDRL-to-Deliverable Agent

  • Executive Summary Agent

  • Ingest Agent

This document is a step-by-step guide on how you can install the TechnoMile Contract Agents package and subsequently configure the AI Agents feature for use in your organization.

Audience

  • Salesforce Administrators

  • IT Support

Prerequisites

  • Ensure that Contracts Suite - Sales Cloud Edition is already installed and configured. The version of this package must be 25.26or higher.

  • Ensure that TM Metrics is already installed and configured. The version of this package must be 1.15or higher.

  • Ensure that Analytics - Sales Cloud Edition is already installed and configured. The version of this package must be 25.23.3 or higher.

  • Ensure that Agentforce is enabled with Salesforce Foundations by contacting Salesforce Customer Support and asking them to enable the following:

    • Data Cloud

    • Salesforce Foundations

    • Salesforce Foundations - Data Cloud Segmentation & Activation

    • Salesforce Foundations - Entitlements - Flex Credits - LP

  • Contact TechnoMile Support or email support@technomile.com for the TechnoMile Contract Agents package installation link, before starting your installation.

Enable Einstein Toggle

  1. Log in to your Salesforce account.

  2. Click the gear icon and select Setup.

  3. Go to Einstein Setup using Setup search.

  4. Enable the Turn on Einstein toggle.

Installation

  1. Open the TechnoMile Contract Agents package installation link in a new tab on the same browser.

    IMPORTANT:

    Ensure that only one instance of your Salesforce account is open in the browser, where you want to install this package.

  2. Choose Install for All Users and click Install.

  3. Click Done.The Installed Packages page displays with the TechnoMile Contract Agents package in this list.

Assign Permission Sets to Users

  1. Go to Users using Setup search.

  2. Click a user to whom you want to assign the Permission Sets.

    NOTE:

    In this document, the Permission Sets are assigned to only ONE user. However, you can provide the same Permission Sets to as many users, as per your requirements.

  3. Scroll down to Permission Set Assignments and click Edit Assignments.

  4. Select and move the following Permission Sets from Available Permission Sets to Enabled Permission Sets using the Add arrow button and click Save.

    • Prompt Template User

    • TM Approver Reviewer Agent Permissions

    • TM Deliverable Agent Permissions

    • TM Electronics Contracts Agent Permissions

    • TM Executive Summary PermissionsPermission Sets are assigned.

Configure Email Service

  1. Go to Email Services using Setup search and click New Email Service.

  2. Enter an Email Service Name such as Contract Agent Email Service and click the lookup icon to select an Apex Class.

  3. Search for and click Go to select the TM_AI_ApprovalResponseHandler in search results.

  4. Select Accept Attachments as All, then select the Active checkbox, and click Save and New Email Address.

    NOTE:

    Ensure that the Accept Email From field is blank.

  5. Enter an Email Address Name such asApproverResponseEmail, select the Active checkbox, and click Save.

    NOTE:

    Ensure that the Accept Email From field is blank.

  6. Copy the newly created Email Address.

  7. Go to Custom Settings using Setup search.

  8. Scroll down and click Manage against TM Reviewer Approver Email Setting.

  9. Click New.

  10. Paste the recently copied Email Address into the Email Address field and click Save.

Add Button to List View

  1. Go to Object Manager, search for Our Contract in the search bar, and click Our Contract in search results.

  2. Go to List View Button Layout and click Edit against List View.

  3. Select to move the Electronic Contracts button from Available Buttons to Selected Buttons using the Add arrow button and click Save.

Enable TechnoMile Agents

  1. Go to TechnoMile Agents using App Launcher.

  2. Enable the Deliverable Agent and Review/Approval Agent toggles.

Edit Contract Suite Home Page

  1. Go to Contract Suite Home using App Launcher.

  2. Click the gear icon and select Edit Page.Lightning App Builder opens.

  3. Scroll down and drag-and-drop the TM_WeeklyExecutiveSummaryCmpDEMO component onto the page.

  4. Click Save.A popup window opens.

  5. Click Activate.

  6. Go to the App Default tab and click Assign to Apps.

  7. Select Contract Suite and click Next.

  8. Click Save.Contract Suite is assigned as App Default.

  9. Click the back arrow icon.Contract Suite Home page opens with the recently added component on it.

Edit Our Contract Page

  1. Go to Our Contracts using App Launcher.

  2. Open an Our Contract record.The Our Contract record page opens.

  3. Click the gear icon and select Edit Page.Lightning App Builder opens.

  4. Go to the CDRL tab, scroll down, and drag-and-drop the TM_Deliverable_Agent component onto this tab.

  5. Click Save.A popup window opens.

  6. Click Activate.

  7. Click Assign as Org Default.

  8. Choose Desktop and click Next.

  9. Click Save.Contract Suite Contract Layout w/TC page is assigned as Org Default.

  10. Click the back arrow icon.The Our Contract record page opens.

  11. Go to the CDRL tab to view the recently added component on this tab.

Edit Deliverable Page

  1. Go to Deliverables using App Launcher.

  2. Open a Deliverable record.The Deliverable record page opens.

  3. Click the gear icon and select Edit Page.
    Lightning App Builder opens.

  4. Scroll down and drag-and-drop the TM_AI_DeliverableTemplateAgent component onto the page.

  5. Click Save.A popup window opens.

  6. Click Activate.

  7. Click Assign as Org Default.

  8. Choose Desktop and click Next.

  9. Click Save.Deliverable Record Page is assigned as Org Default.

  10. Click the back arrow icon.The Deliverable record page opens with the recently added component.