Sales | Lead Nurturing | Draft Generic Reply Email

Drafts a generic reply email to a lead who has emailed an off-topic question or comment.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations or Agentforce 1 Editions
User Permissions Needed
To use Agentforce SDR Use Agentforce SDR Agent App
See Common User Access for Standard Agent Actions.

Action Details

API Name DraftGenericReplyEmail
Reference Action Type Prompt Template
Reference Action GenerateGenericFallbackReply
Does this action execute one or more prompt templates? Yes
Required Setup Set Up Agentforce Lead Nuturing

SDR Agent: Draft Generic Reply Email

This action calls the Reply with Fallback Response Agentforce SDR Email prompt template. This prompt template provides SDR agent with the context it needs via CRM data from the lead record in order to generate a personalized email to the lead. The prompt template also includes information about the lead's previous email reply, and whether the lead owner has Inbox enabled.

Considerations

Removing this action will break SDR agent's ability to draft generic reply emails to new and updated leads.