---
schema_version: "1"
id: ecbe8f8f04acad16a960f73a64b3e44f46808bceea75ad1b42d2e09448221dbd
title: Quick Actions Sample Library
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/sp_qa_sample_library.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.sp_qa_sample_library.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 076b995d7ab67cd788e998d86eef9eeeaefce112071bc3d41e86865ac455df52
description: Review sample service plans with quick actions to see how they're added to a plan when following our provided guidelines.
products:
  - Service Cloud
  - Service Intelligence
release: "264"
---
# Quick Actions Sample Library

Review sample service plans with quick actions to see how they're added to a plan when following our provided guidelines.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=service.einstein_service_intro.htm&amp;language=en_US" target="_blank">View supported editions</a>.</td></tr></tbody></table>

Two sample service plans are provided that examine their associated quick actions and subagent instructions. These plans demonstrate how quick actions are included in a service plan when following the [Guidelines for Creating Quick Actions](https://help.salesforce.com/s/articleView?id=service.sp_qa_gbp.htm&type=5&language=en_US). The samples also show both methods for combining quick actions with subagents, as described in [Quick Actions with Subagents](https://help.salesforce.com/s/articleView?id=service.sp_qa_topics.htm&type=5&language=en_US).

Keep in mind that there's no single method that guarantees your quick actions show in a service plan. We recommend trying out all our provided methods and guidelines. Also, quick actions might not show in plan steps right away. Try drafting a few plans first and then update your instructions if they don't show.

- [Credit Card Issues Example](https://help.salesforce.com/s/articleView?id=service.sp_qa_sample_library.htm&release=264.0.0&type=5)
- [Travel Documentation Example](https://help.salesforce.com/s/articleView?id=service.sp_qa_sample_library.htm&release=264.0.0&type=5)

## Credit Card Issues Example

![Credit card issues case with quick actions](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_intelligence-264-0-0-production-enus/dcd06a7b-b5ab-448b-a767-4e2e90481508/support_intelligence/images/service_planner/sp_qa_library_plan.png)

Step and quick action: Verify Customer Identity. This example uses the independent instructions approach.

![Example quick action shown in a service plan with the related subagent instruction](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_intelligence-264-0-0-production-enus/dcd06a7b-b5ab-448b-a767-4e2e90481508/support_intelligence/images/service_planner/sp_qa_setup_plan_ex.png)

Step and quick action: Initiate Billing Dispute. This example uses the independent instructions approach.

![Initiate Billing Dispute example](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_intelligence-264-0-0-production-enus/dcd06a7b-b5ab-448b-a767-4e2e90481508/support_intelligence/images/service_planner/sp_qa_setup_plan_ex\(3\).png)

Step and quick action: Escalate. This example uses the independent instructions approach.

![Escalate example](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_intelligence-264-0-0-production-enus/dcd06a7b-b5ab-448b-a767-4e2e90481508/support_intelligence/images/service_planner/sp_qa_setup_plan_ex\(4\).png)

Step and quick action: Notify Customer of Refund. This example uses the dependent instructions approach.

![Notify customer of refund example](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_intelligence-264-0-0-production-enus/dcd06a7b-b5ab-448b-a767-4e2e90481508/support_intelligence/images/service_planner/sp_qa_setup_plan_ex\(5\).png)

## Travel Documentation Example

![Credit card issues case with quick actions](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_intelligence-264-0-0-production-enus/dcd06a7b-b5ab-448b-a767-4e2e90481508/support_intelligence/images/service_planner/sp_qa_library_plan\(2\).png)

Step and quick action: Send Submission Instructions. This example uses the dependent approach.

![Send submission instructions example](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_intelligence-264-0-0-production-enus/dcd06a7b-b5ab-448b-a767-4e2e90481508/support_intelligence/images/service_planner/sp_qa_setup_plan_ex\(6\).png)

Step and quick action: Review Documentation. This example uses the independent approach.

![Review documentation example](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_intelligence-264-0-0-production-enus/dcd06a7b-b5ab-448b-a767-4e2e90481508/support_intelligence/images/service_planner/sp_qa_setup_plan_ex\(7\).png)