Drafts an email with a meeting invite to a lead who has expressed interest.
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 | DraftMeetingRequestEmail |
| Reference Action Type | Standard Action |
| Reference Action | Reply with Meeting Agentforce SDR Email |
| Does this action execute one or more prompt templates? | Yes |
| Required Setup | Set Up Agentforce Lead Nuturing |
SDR Agent: Draft Meeting Request Email
This action calls the Reply with Meeting 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 meeting request emails to new and updated leads.