---
schema_version: "1"
id: 802ee3f3f621e17b9526871df1d9989766536edf43c9c2f80a84b08c1c1fa693
title: Sales | Send Meeting Request
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ai/264-0-0/copilot_actions_ref_send_meeting_request.md
canonical_url: https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_send_meeting_request.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: a5d35838ce9c99f765b90e8618a4e3f9dd66c760a15979ab956d852fd2e8c7fb
description: 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.
products:
  - Agentforce
  - Cross Cloud
release: "264"
---
# Sales | Send Meeting Request

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

<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 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.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </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="d141503e70">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d141503e70 ">To use Send Meeting Request:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d141503e70 ">
              <p>Send Meeting Request</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Use Inbox</p>
            </td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d141503e70 ">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;">SendMeetingRequest</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;">Standard Action</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>Send Meeting Request</p>
              <p style="margin-bottom:0;">(sendMeetingRequest)</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;">
              <a href="https://help.salesforce.com/s/articleView?id=sales.aac_connect_additional_accounts.htm&amp;type=5&amp;language=en_US" target="_blank">Connect Email and Calendar</a>
            </td>

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

## 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.