Explain your Goal to Bob

To get started, simply tell Bob what you need. For example, you could tell Bob, "I need an Agent that will help me analyze our paid search campaigns."

Bob will likely need more details on what types of insights are important to you or how you measure success in a campaign. You may say something like, "Great question! We typically optimize for a low cost per conversion, aiming to keep it below $5. I'd like to see the Cost per Conversion for all currently active campaigns and get recommendations on how to optimize them."

With this information, Bob will configure the Agent and, within seconds, complete the General tab—including a well-structured prompt ready for your review.

Find Relevant Datasets

Next, Bob will scan the Datasets you've already imported into Data Cloud and surface the ones most relevant to your request.

Continuing with the example above, since you mentioned "paid search" campaigns, Bob might identify datasets from Google Ads and Microsoft/Bing that contain the necessary fields for optimizing Cost per Click (CPC). He'll list these for you and ask which ones you'd like to assign to the Agent.

• If Bob suggests the correct datasets: Confirm the selection, and he'll assign them to the Agent.
• If Bob doesn't find the right datasets: You can manually tell him which ones to use or assign them yourself in the Knowledge tab.
• If Bob still can't find the datasets: Check whether they've been added to Data Cloud. If they're missing, you'll need to import them first. Refer to How to build a Native Provider Dataset in Data Cloud, then return to Bob once your data is in place.

Manage Knowledge Files

Bob can also create and manage Knowledge Files for your Agent. While building or editing an Agent, Bob will determine what information belongs in the Agent's core instructions versus what should live in a separate Knowledge File.

Here's how Bob thinks about it:

• Agent Instructions should cover the core stuff the Agent needs every time — its role, tone, and key rules.
• Knowledge Files are better for reference docs, FAQs, process guides, and other supplementary context — things the Agent can look things up when they're relevant, without being overloaded upfront.

This means you get a better-organized Agent with better-managed context, all handled by Bob.

What Bob Can Do with Knowledge Files

Bob can create, read, update, and delete Knowledge Files that he has generated. When Bob creates a file, it appears in the Knowledge tab of the Agent Builder just like a file you'd upload yourself.

Supported file formats for Bob-generated files include: .csv, .txt, .md, .json, .py, and other text-based formats.

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Bob-generated vs. User-uploaded files

Bob can only edit or delete files that he created. Files that you upload yourself are protected — Bob cannot modify or remove them. This ensures your manually curated content stays intact.

How It Works

1. During a conversation with Bob, describe what your Agent needs to do. Bob will determine if any supplementary context should be organized into Knowledge Files.
2. Bob will surface the file he's created in the conversation and ask for your confirmation before assigning it to the Agent.
3. Review the file — Bob will show you the content he's written. You can ask him to make changes or approve it as-is.
4. Once confirmed, the file is assigned to the Knowledge tab of the Agent automatically.
5. If you need changes later, you can ask Bob to update or delete files he created — just ask him in conversation.

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You can also always manage Knowledge Files manually in the Knowledge tab of the Agent Builder, regardless of whether they were created by Bob or uploaded by you.

Agent Builder Bob is designed to speed up the process of creating AI Agents, but you remain in control. Whether you let Bob do the heavy lifting or prefer to tweak things manually, the end goal is the same: a powerful, AI-driven Agent tailored to your specific needs.