Install the package | AI Engine Help Center

Install the AI Engine managed package in a sandbox or production org, and what to do immediately afterwards.

AI Engine is delivered as a managed package with the namespace CloudConnected. This article covers the installation itself; configuration follows in the Quick start.

Before you start#

Read Requirements.
Get the installation link from Cloud Connected.
Decide which org you are installing into. We recommend a sandbox first, then production once you have tested with real users. Settings do not travel with a change set; see Move your configuration from a sandbox to production.

Install#

Log in to the target org as a System Administrator.
Open the installation link. For a sandbox, replace login.salesforce.com in the link with test.salesforce.com. Check the org name on the install screen before you continue.
Select Install for Admins Only. You will give users access with permission sets afterwards, which is easier to control than profile-based access.
Click Install and wait for the confirmation. Salesforce may finish the installation in the background and send you an email when it is done.
Confirm the result in Setup → Installed Packages: AI Engine is listed with the namespace CloudConnected.

What gets installed#

Lightning components: the Sales Agent chat (salesagent), the AI Score card (aiScoreCard), Magic Snap (magicSnap), the Activity Monitor (aiActivityMonitor) and the admin panel (aiagentadmin).
The Ai Agent Admin Setup tab, which holds the whole configuration: Agent Objects, Org Profile, Prompt Templates, AI Scoring, License, Activity Monitor, PDF Settings, PDF Templates and Help & Setup.
Custom objects for configuration, prompt templates, PDF templates, scoring configuration and the AI Activity Log.
Four fields on Lead and four on Opportunity: AI_Score__c, AI_Score_Label__c, AI_Score_Reason__c, AI_Score_Date__c.
Two permission sets: AI Engine Admin (AI_Engine_Admin) and AI Engine User (AI_Engine_User).

The package does not include an AI provider key, a Named Credential or any sample data. You create the credential yourself so that the key stays in your org.

After installing#

Users cannot use AI Engine until you finish setup. Continue with the Quick start, which lists every step in order:

Assign permission sets.
Connect your AI provider.
Configure the Org Profile and Agent Objects.
Add components to pages.
Run a first test.

Good to know#

The 5-day trial does not start at installation. It starts the first time someone uses an AI feature, for example a chat question or a record action. The License tab in Ai Agent Admin Setup shows the days remaining and how many users count toward the limit.
Installing does not add AI Engine components to any page layout or Lightning app. You place them yourself in Lightning App Builder.
Upgrades are installed the same way, from a newer installation link. Your configuration and data stay in place.