Sales reps improve their efficiency by creating recipient groups for quote using
Agentforce in Revenue Cloud for Communications, reducing the manual task of selecting recipients
to create groups. With quote recipient groups, sales reps configure and apply an offer to a
group of recipients without cloning the offer for each recipient individually. This improves
scalability, usability, and performance of quote line items by managing the offer in a single
representation of the quote line items associated with multiple recipients.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions
with the Agentforce for Communications add-on |
- Get Started with Agentforce for Quote Recipients Grouping
Communications Cloud provides a standard Group Quote Recipients subagent in Agentforce. This enables sales reps to use digital labor to create recipient groups using Agentforce.
- Billing Considerations for Quote Recipient Grouping
Quote Recipient Grouping uses Flex Credits to call generative AI. Use of Quote Recipient Grouping impacts the consumption of credits used for billing in these usage types.
- Group Quote Recipients Subagent
The Group Quote Recipients subagent helps sales reps to create or update recipient groups. This subagent provides suggestions to group locations, create groups, or update groups based on the specified inputs. For example, a sales rep at Global Corp received a request from the customer to add the same internet package to multiple locations. The sales rep then uses the action associated with this subagent to create a group for those locations.
