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.
|
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.