Install ZeroExport Ask Agent
Request access, install the ZeroExport Ask Agent package, and confirm the three agent actions landed in your org.
ZeroExport Ask Agent is a separate managed package from ZeroExport. It has no dependency on ZeroExport, so you can install it into an org that has never seen the document builder.
1. Request your install link
Submit the installation link form with Ask Agent selected. You will receive install links for Production, Developer Edition, and Sandbox orgs.
2. Check the prerequisites
Before you install, confirm your org has:
- Agentforce enabled. Setup -> Einstein -> Agentforce. Ask Agent supplies agent actions; it does not supply the agent, so Agentforce must be turned on before the actions are usable.
- An employee-facing agent, or the ability to create one. The Read Attached Document action uses the current record context, which exists for an in-app agent. A Service Agent is a different licensing path and is not the target here.
- Word documents attached to your records. Files linked to a record via Salesforce Files. Nothing needs to be uploaded, tagged, or migrated first.
You do not need Data Cloud. Nothing is ingested or indexed.
3. Install the package
- Log in to the target org as a System Administrator.
- Open the install link you received.
- Choose Install for Admins Only. You will grant access deliberately in the next step, via the permission set.
- Approve the install and wait for the confirmation email.
Install in a sandbox first if your org has a change-management process. The package installs no custom objects and no scheduled jobs, so there is nothing to clean up if you back out.
4. Confirm what landed
After install, verify the components arrived:
Apex classes - Setup -> Apex Classes. You should see ZeroExportAskAgentAction, ZeroExportAskListDocumentsAction, and ZeroExportAskHelpAction, alongside the parser classes.
Agent actions - Setup -> Agentforce Assets -> Agent Actions. Three actions ship as package metadata, so you do not have to hand-wire the Apex:
| Action | Purpose |
|---|---|
| ZeroExport Read Attached Document | Reads a Word document attached to the record and returns its text as Markdown |
| ZeroExport List Attached Documents | Lists what is attached, and what can be read |
| ZeroExport Ask Agent Help Document | Answers questions about Ask Agent itself |
Permission set - Setup -> Permission Sets. You should see ZeroExport Ask User.
If the agent actions are not listed, the install completed but Agentforce is not enabled in the org. Turn it on and check again before continuing.
Next step
Nothing works until you assign the permission set and add the actions to an agent. Continue to Post-Install Setup.