---
schema_version: "1"
id: 4dea9c3453154ab3e03ae8b67713bbae0a9733c5974696151208d649bffb929f
title: Turn On Agent Actions
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/task_cxi_agent_actions.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.task_cxi_agent_actions.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: c002b3b28a4145c2709e9357296a1d6e86b2788718eac8169de8f3b78b7da160
description: Optionally, select agent actions to receive real-time AI support for customer cases and issue resolution.
products:
  - Service Cloud
  - Service Intelligence
release: "264"
---
# Turn On Agent Actions

Optionally, select agent actions to receive real-time AI support for customer cases and issue resolution.

### 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;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>,&nbsp;<strong>Performance</strong>, and&nbsp;<strong>Unlimited</strong>&nbsp;Editions with <span>Data 360</span> enabled, and the Customer Signals Intelligence and Einstein GPT Copilot add-ons</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d6102e49">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d6102e49 ">To enable Einstein Copilot for Salesforce:</td>
            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d6102e49 ">
              <p>Agentforce Default Admin</p>
              <p>OR</p>
              <p>Customize Application</p>
              <p>OR</p>
              <p style="margin-bottom:0;">Modify Metadata</p>
            </td>
          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d6102e49 ">To run prompt templates:</td>
            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d6102e49 ">
              <p style="margin-bottom:0;">Execute Prompt Templates</p>
            </td>
          </tr>
        </tbody>
      </table>

1. From Setup, use Quick Find to go to Customer Signals Intelligence.
2. From Configure Agent Actions, click **Configure**.
3. Turn on one or more agent actions. Here's what each agent action does:
    
      
    | AGENT ACTION | AGENT ACTION NAME IN AGENT BUILDER | DESCRIPTION |
    | --- | --- | --- |
    | Draft an Email with Issue Summary | Draft or Revise Email | Creates a draft email with the key details of an issue. |
    | Summarize Engagement For a Customer | Summarize Service Engagement | Summarizes all engagements for a particular customer to highlight key touchpoints. |
    | Summarize Engagement For a Channel | Summarize Service Engagement | Summarizes all engagements for a specified channel to highlight key metrics and activities. |
    | Summarize Engagement For a Contact Reason or Theme | Summarize Service Engagement | Summarizes all engagements for a specified theme to highlight key interactions and trends. |
    | Draft Response Based on Similar Case Resolutions | Draft Case Response | Identifies a solution for the user’s query from cases that were closed with a similar issue. |
    | Find Similar Interactions | Find Similar Interactions | Searches for specific channel names or related terms in interaction records and creates an engagement summary. |
    | Summarize Product Reviews | Summarize Product Reviews | Summarizes customer reviews, identifies top products, and classifies sentiment as positive, negative, mixed, or neutral. |
    | Enhance Product Description | Enhance Product Description | Compares product descriptions with customer reviews and generates enhanced descriptions. |