---
schema_version: "1"
id: a145d2fa32fc79fbced301267b7489d4256b94024e0388daf74d56ea744d03e5
title: Group Quote Recipients Subagent
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/comms_group_quote_recipients_topic.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.comms_group_quote_recipients_topic.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 87c5575a509fbe284f914c3a0515670b62a1fce633b096d8e6a230b2aa7bb396
description: 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.
products:
  - Communications
release: "264"
---
# 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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with the Agentforce for Communications add-on</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
      <colgroup>
        <col style="width:50%">
        <col style="width:50%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d10878e67">User Permissions Needed</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d10878e67 ">To enable agents:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d10878e67 ">
            <p>Manage AI Agents AND the admin user permission for the agent type you want to
              create</p>
            <p>OR</p>
            <p style="margin-bottom:0;">Customize Application</p>
          </td>

        </tr>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d10878e67 ">To build and manage agents:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d10878e67 ">
            <p>Manage Agentforce Service Agents AND Manage AI Agents</p>
            <p>OR</p>
            <p style="margin-bottom:0;">Customize
              Application</p>
          </td>

        </tr>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d10878e67 ">To use agent actions:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d10878e67 ">Einstein for Communications</td>

        </tr>
      </tbody>
    </table>

## 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](https://help.salesforce.com/s/articleView?id=ai.agent_ref_comms_get_group_suggestions.htm&language=en_US) | Gets a list ‌of group suggestions for quote recipients based on ‌criteria provided as ‌input. |
| [Get Quote Location Count](https://help.salesforce.com/s/articleView?id=ai.agent_ref_comms_get_quote_location_count.htm&language=en_US) | Gets the number of locations associated with a quote based on ‌the quote ID. |
| [Get Recipient Grouping Criteria](https://help.salesforce.com/s/articleView?id=ai.agent_ref_comms_get_recipient_grouping_criteria.htm&language=en_US) | 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](https://help.salesforce.com/s/articleView?id=ai.agent_ref_comms_get_quote_location_fields.htm&language=en_US) | Gets the list of location fields to create a recipient group based on the quote ID and user query. |
| [Create Quote Recipient Groups](https://help.salesforce.com/s/articleView?id=ai.agent_ref_comms_create_quote_recipient_groups.htm&language=en_US) | Creates groups for quote recipients based on the quote ID and selected grouping options. |
| [Update Quote Recipient Group Name](https://help.salesforce.com/s/articleView?id=ai.agent_ref_comms_update_quote_recipient_group_name.htm&language=en_US) | 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](https://help.salesforce.com/s/articleView?id=ind.comms_create_quote_recipient_groups_using_agentforce.htm&release=264.0.0&type=5 "To apply the same configuration to a set of recipients, the sales reps create a recipient group and apply the configurations to an entire set without extending the offer to each recipient individually. This streamlines the process when multiple recipients require the same configuration and pricing. For example, when a software company opens a new branch, a common task is to provide laptops and software licenses based on departmental requirements. Sales reps create groups by department, then add individual employees to their respective groups. For each group, they specify the exact laptop models and precise software licenses needed. This allows for a more personalized and accurate quoting process, ensuring employees receive the correct equipment and tools from day one.").

#### See Also

- [Agents and Data Usage](https://help.salesforce.com/s/articleView?id=ai.copilot_data_usage.htm&language=en_US)