Agent Designer Designing AI agents across whiteboards, sticky notes and spreadsheets, gets messy fast. Agent Designer gives you one smart place to ideate, design, and prototype AI Agents, completely free. Design reliable agent logic Unlimited diagrams Extensive Template Library Get started free Explore platform Build reliable agents faster Design reliable agent logic with AI assistance Generate Agent Instructions from design documentation Maintain audit trail of Agent Instruction diagrams Accelerate re-use and collaboration Use Salesforce-native diagram templates Unlimited diagrams Collaborate across teams in real time Some of the clients we have helped Watch the demo What gets in the way of scalable design Agents work better with structured, specific inputs Prompts, test cases, and logic need more than free text and sticky notes. Agent Designer provides agent specific diagramming tools, purpose-built templates, and automatic validation aligned with how Salesforce Professional Services approach agent design. There’s no single source of truth Agent logic often lacks clear documentation or gets lost post-workshop. Agent Designer captures designs, instructions, and decisions automatically, turning brainstorms into lasting assets. Tools and ideas are all over the place Docs, whiteboards, and prompts live in silos. Agent Designer brings everything into one shared, structured workspace for consistent, scalable collaboration. The platform used by Salesforce Professional Services Agent Designer brings all your agent design work into one place so teams can move fast, stay aligned, and deliver smarter, well-structured agents. Agent Instruction Diagrams Confidence to say “yes” to Agentforce Agent Instruction Diagrams let you design how you want your AI Agent to behave using simple drag and drop notation for guardrails, agentic steps, deterministic actions, and prompt templates. You can define logic visually, validate it with built-in checks, and instantly generate structured Agent instructions and test cases so you’re not just sketching ideas, you’re building intelligent, auditable blueprints. Customers and partners describe this as “providing stakeholders the confidence to say yes to Agentforce.” It creates a clear, natural language picture of the directions you are giving your digital employees, so everyone can understand and contribute to ensuring the agent reflects your priorities, desired outcomes, and execution style through appropriate deterministic Actions. Agent Interaction Maps Agent Interaction Maps provide the structure to visualize the various topics the Agent uses when reasoning and developing a plan to respond to the user’s interactions. It’s one hierarchy, with the Global Instructions, categorized and scoped Topics, and even Variables and Filters, to ensure you have an agent that is designed to optimize reasoning and deliver the desired outcomes in the best-performing manner. It selects the right topics and filtered routes through those topics, with minimized scope for confusion and hallucination. Extensive template library Agent Designer includes an extensive library of templates tailored to Salesforce use cases, from AI Agent designs to business processes, data models, and customer journeys. Each template is built with best practices in mind, whether you’re working in Sales Cloud, Service, CPQ, or Experience, and helps teams start faster, stay consistent, and scale their design approach with confidence. Agent quality checker Agent Designer includes AI-powered tools that accelerate how teams capture and structure ideas. Our embedded AI assistants review your diagrams for clarity, consistency, and best practices, helping you refine logic, avoid ambiguity, and design instructions with confidence. Lucid Chart import Coming soon Agent Designer includes a Lucidchart import tool that lets you bring your existing diagrams into Elements. Simply export your Lucidchart diagram as a VDX file and upload it via our import app. The tool converts your diagram into a UPN-compatible format, preserving flowlines, activity boxes, and notes. This makes it easy to transition from Lucidchart to a structured, Salesforce-aligned workspace without starting from scratch. Why the world’s leading teams trust us 90 % Faster Used by SF Pro Services Organizations who are in their element The best thing about Elements is that it drives ROI at every single part of the customer journey from pre-sales all the way through to managed services. Ciara Skiles Director, Business Transformation We’ve used Elements to start retrofitting documentation across everything we’ve delivered: it’s not complex to do, and the tool makes it quick Mike Page Head of Enterprise CRM & SRS Elements aligns with our values: build things the right way, that drives real digital transformation ROI Pallavi Agarwal CEO & Founder Elements.cloud gives me an X-ray of my client’s org. I can immediately see what’s really going on Jitendra Zaa Chief Technical Architect Elements allows us to get our arms around what the architecture looks like and where the landmines are Amanda Wodzenski Founder With Elements.cloud, we were able to identify 18 different packages that were unused or underutilized. We removed nearly 200 custom objects, all in less than a day. Andrew Russo Salesforce Architect We frequently broke things in our system because we didn’t have the full picture. Elements gave us that visibility. Nils Heblich-Menke Chief Product Owner, Bosch Elements is a preferred tool for our Global Professional Services team, we use it on Salesforce implementations all the time Miriam McCabe Sr Director, Global Delivery Innovation
