Editing Standard Agent Action Reference Actions

Available in: Lightning Experience

Available in: Enterprise, Performance, Unlimited, and Developer Editions. Required add-on licenses vary by agent type.

You can edit the reference actions for standard agent actions built on overridable flows and prompt templates. For most changes, the agent action automatically calls the active version of a flow or prompt template and the changes are picked up automatically. However, if you add or remove inputs or outputs from the reference action, you must create a custom agent action to replace the standard agent action and add your updated inputs and outputs.

For some standard agent actions that use prompt templates, there are other ways to customize the behavior of the action.

• When an agent action uses prompt templates of a specific type in Prompt Builder (for example, the Summarize Record action uses the Record Summary prompt type), you can create a prompt template of that type. For more details, see the reference documentation for the standard action you want to customize or create a prompt template for.
• You can create a custom template based on a standard template. Then create a custom agent action to call the custom template, and replace the standard agent action.