These are the agent actions available for quote recipient grouping in Energy & Utilities to run the jobs requested by sales reps.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions with the Agentforce for Energy & Utilities add-on |
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 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. |
| 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. |
| Create Quote Line Item for Recipient Group | Creates a quote line item for the specified recipient group. |
| Get Energy Products | Gets a list of products and pricing details from the Energy & Utilities product catalog that match the specified filter criteria. |