Your users can now generate a document with information from one or more objects using Agentforce and ask the agent to attach it to a record page.
- Summarize Valuable Information with the Pre-Meeting Assistance Agent Topic
Help your front office teams prepare for client interactions by generating summary documents from one or more objects directly within an agent conversation. With the Pre-Meeting Assistance topic, the Banking Relationship Assistance agent template uses the Create Summary Document action to produce tearsheets in the Microsoft Word, PowerPoint, or PDF formats. Users can quickly generate documents by specifying the name, template, and format using data from records.