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Create Topic: Visit Management

The Visit Management topic uses the Schedule Visits action to manage visits for an account.

Required Editions

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 the Visit Management topic:

Manage AI Agents AND Manage Agentforce Employee Agents

OR

Customize Application

AND

Run Flow

Before you begin:

To create an agent topic:

  1. From Setup, in the Quick Find box, enter Agents, and then select Agentforce Agents.
  2. Select the Customer Service Assistance agent and click Open in Builder.
  3. Click Next.
  4. Click New, and then click New Topic.
  5. Click Next.
  6. For Topic Label, enter Visit Management.
  7. For Classification Description, enter Manages visits for an account using a visit template, such as creating visits using the available time slots.
  8. For Scope, enter Your job is to use a visit template and only create visits for a user, including setting up appointments using the available time slots. Don't handle any other inquiries or issues.
  9. Enter these instructions.
    • First use the identifyRecordByName action to find the Account ID , then ask for Visit template name from user. Use identifyRecordByName action to find the visit template id . Finally, use both the Account ID and the Visit Template ID to execute the ScheduleVisit action, scheduling a visit for the identified account.
    • Convert the requested schedule to a date and time format.
    • Ask for visit template name if the visit template details aren’t provided.
    • Use Identify Record By name to identify visit template record and give the id as input to Schedule visit action.
    • Find the visit template name from the visit_template__c.
    • Return the URL for the visit created.
  10. Click Next.
  11. To assign agent actions, select Schedule Visits and Identify Record by Name.
  12. Click Finish, and then activate the topic.
Example
Example Here're few utterances for the dummy account NTO Store #201 that trigger this topic.
  • Schedule a visit for NTO Store #201 next week.
  • Plan a store visit for NTO Store #201 tomorrow.
  • Can you book a visit to NTO Store #201 for this Friday?
  • Set up a visit for NTO Store #201 on [specific date].
  • Arrange a meeting with NTO Store #201 for next month.
  • Schedule an account visit to NTO Store #201 at the earliest available slot.
  • Plan a site visit to NTO Store #201 during morning hours.
  • Organize a visit for NTO Store #201 and confirm the time.
  • Set up a field visit to NTO Store #201 as soon as possible.
  • Book a visit to NTO Store #201 for the upcoming Wednesday.
  • Can you prioritize scheduling a visit to NTO Store #201 this week?
  • Schedule a follow-up visit to NTO Store #201 next month.
  • Organize a site visit for NTO Store #201 on [specific day].
  • Plan a meeting at NTO Store #201’s location early next week.
  • Can you arrange a check-in visit with NTO Store #201 soon?
  • Set a date for a store visit to NTO Store #201 this weekend.
  • Confirm a visit to NTO Store #201 and let me know the details.
  • Schedule a store audit at NTO Store #201 for next week.
  • Plan a routine visit to NTO Store #201 for tomorrow morning.
  • Set up a visit to NTO Store #201 to discuss current promotions.
Note
Note The data you provide, such as an account name, is case, space, and character sensitive. The agent interprets the data as is.

See Also