Create agent quick actions to give your users the ability to streamline their work by using AI-powered actions.
Required Editions
| Available in: Lightning Experience and the Salesforce mobile app |
| Available in: Enterprise, Performance, and Unlimited Editions with the Einstein for Sales, Einstein for Service, or Einstein Platform add-ons. |
| User Permissions Needed | |
|---|---|
| To create actions: | Customize Application |
- From Setup, click Object Manager, click the object that you want to create the action for, and then click Buttons, Links, and Actions.
- Click New Action.
- Select Agent Quick Action as the action type.
- In the User Utterance field, add an utterance that tells the agent what to do. For example, to summarize the record in question, enter Summarize record. You can also use the record ID merge field with the syntax Summarize record with ID ${RECORD_ID}.
-
In the Agent list, select the agent that you want to process the utterance for the
action.
If you don't specify an agent, the action uses the agent that's selected in the Agentforce panel to process the utterance.
- Enter a label for the action. Users see this label as the name of the action.
- Save your work.
When you finish creating your action, add it to the desired page layout. In the Page Layout Editor, find the newly created action Mobile & Lightning Actions.
Users must have access to at least one active Agentforce (Default) agent or Agentforce Employee agent in your org in order to use the agent quick action functionality on record pages. If your agent quick action specifies an agent, users must have access to that agent to use the action.
For information on granting users access, see Give Users Access to Agentforce (Default) or Manage Employee Agent Access in Salesforce Help.