---
schema_version: "1"
id: 718ce8d74db12f125cb80b97b472b463e4263e4002f7871d43f3c32d1b389fad
title: Public Sector | Draft Visit Summary Email
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ai/264-0-0/agent_ref_pss_draft_visit_summary_email.md
canonical_url: https://help.salesforce.com/s/articleView?id=ai.agent_ref_pss_draft_visit_summary_email.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: f30d28c8b7e9fa5a9a1c71d49a2c46ce7d2f19e659e70631438dcd3295a35799
description: Generates a professional email summarizing the visit with details about the visit, regulatory code violations, enforcement actions, and regulatory fees along with their due dates and resolution notes.
products:
  - Agentforce
  - Cross Cloud
release: "264"
---
# Public Sector | Draft Visit Summary Email

Generates a professional email summarizing the visit with details about the visit, regulatory code violations, enforcement actions, and regulatory fees along with their due dates and resolution notes.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with the Agentforce for Public Sector add-on or included in Public Sector for Agentforce 1 Service Edition. Requires each user to have the Agentforce for Public Sector add-on to access the action.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
      <colgroup>
        <col>
        <col>
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d50781e70">User Permissions
            Needed</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d50781e70 ">To execute actions in the Compliance Management agent:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d50781e70 ">Public Sector Access</td>

        </tr>
        <tr class="">
          <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d50781e70 ">See <a href="https://help.salesforce.com/s/articleView?id=ai.agent_actions_common_perms.htm&amp;type=5&amp;language=en_US" target="_blank">Common User Access for Standard Agent
              Actions</a>.</td>

        </tr>
      </tbody>
    </table>

## Action Details

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <tbody>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">API Name</td>
            <td class="slds-cell-wrap" style="vertical-align:top;">DraftVisitSummaryEmail</td>
          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">Reference Action Type</td>
            <td class="slds-cell-wrap" style="vertical-align:top;">Prompt Template</td>
          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">Reference Action</td>
            <td class="slds-cell-wrap" style="vertical-align:top;">
              <p>Draft Visit Summary Email</p>
              <p style="margin-bottom:0;">(DraftVisitSummaryEmail)</p>
            </td>
          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">Does this action execute one or more prompt templates?</td>
            <td class="slds-cell-wrap" style="vertical-align:top;">Yes</td>
          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">Required Setup</td>
            <td class="slds-cell-wrap" style="vertical-align:top;">Compliance Management with Agentforce</td>
          </tr>
        </tbody>
      </table>

## Draft Visit Summary Email and Prompt Templates

This agent action calls the Draft Visit Summary Email prompt template to generate a professional email summarizing the visit details. The email highlights key regulatory code violations, enforcement actions, and any relevant fees, along with their due dates and resolution notes. The email encourages timely action on any outstanding issues.