Interact with Agents as You Work

Collaborate with and derive insights from your agents in a sidebar without leaving the page in the Consumer Goods Cloud mobile app on tablet devices. Execute customer visits and simultaneously refer to your agent interaction history to stay informed.

Where: This feature is available in

  • Lightning Experience in Enterprise, Unlimited, Einstein 1, and Agentforce 1 editions with Consumer Goods Cloud Retail Execution and Agentforce for Consumer Goods add-on license.
  • Consumer Goods Cloud mobile app (tablets only)

How: After setting up Agentforce in the mobile app, enable the Agentforce Sidebar sync setting.

Your users can then restart the mobile app and tap Ask Agent on the app page.

Get real-time visit insights from the agent on sidebar.