---
schema_version: "1"
id: c2a1bff082970247da549df52646a94cd00f79c0f2aad67e9112e5af55b99b3d
title: Create an Agent Quick Action
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/agent_quick_actions_create.md
canonical_url: https://help.salesforce.com/s/articleView?id=platform.agent_quick_actions_create.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: bf0dffb14226a43654a205334c393b1bce3f2d891cd6e462284b8b359a4e58cc
description: Create agent quick actions to give your users the ability to streamline their work by using AI-powered actions.
products:
  - Salesforce Platform
  - Security
release: "264"
---
# Create an Agent Quick Action

Create agent quick actions to give your users the ability to streamline their work by using AI-powered actions.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col style="width:100%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience and the Salesforce mobile app</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> Editions with the Einstein for Sales, Einstein for Service, or Einstein Platform add-ons.</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="d72387e70">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d72387e70 ">To create actions:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d72387e70 ">Customize Application</td>

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

1. From Setup, click **Object Manager**, click the object that you want to create the action for, and then click **Buttons, Links, and Actions**.
2. Click **New Action**.
3. Select **Agent Quick Action** as the action type.
4. 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}.
5. 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.
6. Enter a label for the action. Users see this label as the name of the action.
7. 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)](https://help.salesforce.com/s/articleView?id=ai.copilot_setup_user_access.htm&language=en_US) or [Manage Employee Agent Access](https://help.salesforce.com/s/articleView?id=ai.agent_manage_aea_access.htm&language=en_US) in Salesforce Help.