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.

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.