Creates an email draft to request a meeting with the recipient, with three possible time slots, a link to view the slots on a new page, or a link to the sender’s calendar where they can pick a slot to schedule a meeting.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with an Agentforce or Einstein for Sales, Service, Platform, or Industry add-on. Requires each user to have the Agentforce or Einstein add-on to access the action. |
| User Permissions Needed | |
|---|---|
| To use Send Meeting Request: |
Send Meeting Request AND Use Inbox |
| See Common User Access for Standard Agent Actions. | |
Action Details
| API Name | SendMeetingRequest |
| Reference Action Type | Standard Action |
| Reference Action |
Send Meeting Request (sendMeetingRequest) |
| Does this action execute one or more prompt templates? | Yes |
| Required Setup | Connect Email and Calendar |
Send Meeting Request and Prompt Templates
This agent action calls the Send Meeting Request invocable action that uses internal-only prompt templates to generate a meeting request email. The email contains three meeting time slot links, a link to view the meeting slots on a new page, and a link to the seller’s calendar.
Considerations
- To let reps access the feature in Gmail, Outlook or Exchange, set up the corresponding integration.
- The recipient can click one of the options to immediately book a slot. If your calendar fills up in the meantime, when the recipient selects a meeting slot, they see a message that the selected slot is already booked.
- A user can’t send an email directly from the Agentforce panel. They can open the draft in the Salesforce email composer or select Copy to paste it into a client of their choosing.
- In the email composer, if the user replaces the original recipient or adds new recipients, all links are automatically removed from the email draft.