Create an Agent Quick Action for Signals

Help sellers easily hand off tasks to an agent without leaving Sales Workspace. Build an action that opens the Assist panel for a specific agent to process a suggestion.

Required Editions

Available in: Lightning Experience in Enterprise, Unlimited, and Agentforce 1 Sales editions with the Sales Foundation add-on.
Create a platform action of type Agent Quick Action. See Create an Agent Quick Action.

Assign the action to a signal. Use it as the default action for a custom signal, or use it to replace the standard action on meeting prep suggestions.