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Configure an Action in a Prompt Template

Modify existing actions in Prompt Builder like Flows, Apex or, Retrievers and add them directly to your prompt.

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

  • Manage Prompt Templates
  • Execute Prompt Templates

OR

Customize Application permission set

To configure a new action:

  1. In the Prompt Builder canvas, type @ and select Configure Action, or in Template Settings, go to the Resources tab and select the plus sign in the Actions section to configure a new action.
  2. Select the action type you want to configure.
  3. Select the specific action you want to configure to view the action’s metadata.
    In the resource picker, retrievers don't show up automatically. To find an available retriever, click Configure Search +, then select and configure it.
  4. In the Descriptors section, update the action’s label or description as needed.
  5. In the Inputs section, provide or update the inputs related to the action.
  6. If any changes were made, click Apply and Insert to update the action with the new or updated input(s).