Quickly add powerful functionality to an agent with new and changed standard agent actions and subagents.
Availability of standard agent actions, subagents, and related prompt templates or flows can vary by edition and license.
October ’26
- New Subagent Action: Get Recommended Email Templates
- Recommends approved email templates—ranked by relevance—for a lead, contact, or person account based on their engagement history.
- New Subagent: Hierarchy Definitions
- Look up your marketing planning hierarchy to select the right group and level for your marketing program.
- New Subagent: Program Hierarchy
- Build hierarchical marketing programs that cascade from company strategy down through various planning levels.
- New Subagent: Goal Hierarchy
- Create financial and non-financial goals for marketing programs to track metrics such as pipeline, leads, and clicks.
- Removed Agent Template:
- The Experience Builder Agent (Beta) is no longer available to create agents. The associated subagents, Experience Builder: Content Creation and Experience Builder: Fallback Subagent, have been removed from the asset library. If you created an Experience Builder Agent during the beta, you can no longer use it. See Experience Builder Agent (Beta) Is Discontinued
September ’26
- New Agent: Approval Agent
- The Approval Agent helps sales reps and reviewers manage approval workflows with the ability to submit and recall approvals, track pending requests, manage records, retrieve work items, and generate AI-assisted summaries and comments to accelerate approval decisions.
- New Subagent: Approval Management
- The Approval Management subagent helps sales reps and reviewers to manage approval work items and submissions by summarizing, approving, rejecting, or recalling requests, with optional comments.
- This topic includes this new actions.
- Recall Approval Submission: The Recall Approval Submission recalls a submitted approval request before a final decision. It cancels in-progress approvals that are no longer needed or were submitted in error, with optional recall comments and a success indicator confirming completion.
- New Subagent: Search Approval Records
- The Search Approval Records subagent helps sales reps and reviewers filter and list approval work item or approval submission records based on related record type, date ranges, status, and assignee context.
- New Subagent: Summarize Multiple Approval Work Items
- The Summarize Multiple Approval Work Items subagent helps sales reps and reviewers filter Approval Work Item records and summarize them in aggregate, providing per-record details so reviewers can quickly understand the context of each approval.