Agent Templates in Asset Service Lifecycle Management

Use agent templates in Asset Service Lifecycle Management to quickly deploy AI-powered agents for asset service management and inventory tasks.

Required Editions

Available in: Lightning Experience

Available in: Automotive Cloud, Communications Cloud, Energy and Utilities Cloud, Manufacturing Cloud, Service Cloud, and Media Cloud. View edition availability.

agent Template	Topics	actions
Asset Service Management	Asset Service Estimation	Draft Or Revise Email Query Records Get Record Details Update Record Create Service Quote Get Pricebooks Get Products Get Asset Warranties Summarize Asset Performance
Asset Service Management	Asset Service Work Order Management	GetServiceQuote Create Service Work Order Summarize Record Draft Or Revise Email
Inventory Management	Inventory Management	Get Search Criteria and Results Create Product Request Summarize Inventory Details
Product Upsell and Cross-sell	Upsell and Cross-sell	Get Add-On Products Get Cross-Sell Products Get Upgrade Products Create Sales Quote Format Product Recommendations