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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.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions with the Agentforce for Communications add-on
User Permissions Needed
To enable agents:

Manage AI Agents AND the admin user permission for the agent type you want to create

OR

Customize Application
To build and manage agents:

Manage Agentforce Service Agents AND Manage AI Agents

OR

Customize Application
To use agent actions: Einstein for Communications

Included Agent Actions

These are the agent actions included in this subagent to run the jobs requested by sales reps.

Included Agent Action description
Get Group Suggestions Gets a list ‌of group suggestions for quote recipients based on ‌criteria provided as ‌input.
Get Quote Location Count Gets the number of locations associated with a quote based on ‌the quote ID.
Get Recipient Grouping Criteria Gets the list of grouping criteria for the recipients of a quote based on the quote ID and grouping criteria field list.
Get Quote Location Fields Gets the list of location fields to create a recipient group based on the quote ID and user query.
Create Quote Recipient Groups Creates groups for quote recipients based on the quote ID and selected grouping options.
Update Quote Recipient Group Name Updates the name of a quote recipient group based on the quote ID and group names.

Examples of Utterances That Trigger This Subagent

These are some examples of utterances classified to this subagent.

  • “Can you suggest groups for my quote?”
  • “Can you suggest groups for my quote using default criteria?”
  • “Suggest groups for my quote using these specific criteria.”
  • “I need to update the group name for my quote.”

To use Group Quote Recipients subagent with Revenue Cloud for Communications, see Create Quote Recipient Groups using Using Agentforce.

See Also