Add a new action such as Flow, Apex, or Retriever to a prompt template.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, and Unlimited Editions with the Einstein for Platform, or Einstein or Agentforce for Sales or Service add-on, or Agentforce Foundations |
| User Permissions Needed | |
|---|---|
| To create and manage prompt templates in Prompt Builder: |
Prompt Template Manager permission set
OR Customize Application permission set |
To add a new action to a prompt template:
- In the Prompt Builder canvas, select one of the following options: type @, click Insert Resource, or in Template Settings, select Resources.
- Select the action type.
- Select the specific action.