The Summarize Account action summarizes an account record. The summary includes account performance with top and bottom selling products, revenue based on historical orders, account compliance based on store audits and product surveys, and product recommendations to upsell.
Required Editions
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Available in: Lightning Experience Available in: Agentforce 1, Einstein 1, Enterprise, and Unlimited editions with Consumer Goods Cloud Retail Execution and Agentforce for Consumer Goods Cloud add-on licenses. |
| User Permissions Needed | |
|---|---|
| To create an agent action: |
Manage AI Agents AND Manage Agentforce Employee Agents OR Customize Application |
Before you begin,
- Review the considerations for custom actions.
- Make sure to enable Agentforce in Retail Execution.
To create an agent action:
- From Setup, in the Quick Find box, enter Agents, and then select Agentforce Assets.
- Click Actions, and then click New Agent Actions.
- For Reference Action Type, select Prompt Template.
- For Reference Action, select Summarize Account Record.
- For Agent Action Label, enter Summarize Account Record.
- Click Next.
- For Agent Action Instructions, enter Summarizes an account record, which includes these insights:Account performance with top 20% selling products, bottom 20% selling products, and revenue based on historical orders.Account compliance based on store audits and product surveys, such as promotional compliance, facing compliance, out-of-stock products, and product distribution status. Upsell product recommendations.
- For Loading Text, enter Summarizing account record....
- For objectToSummarize Instructions, enter The account record for which a summary is to be created..
- For Prompt Response Instructions, enter The prompt response generated by the action based on the specified prompt and input.
- For Prompt Response Instructions, select Show in Conversation.
- Click Finish.