---
schema_version: "1"
id: dabfda632d3fd1b408e40c1091da514ceaf7156dbd0d356fb0593c2b0dc7359c
title: Agent Templates in Channel Revenue Management
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/chrm_genai_agentforce_templates.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.chrm_genai_agentforce_templates.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 0f4d25492aaeb75c50b84e65f54a3bfd6850d88eb1bb2deff0dac3313d1ce810
description: Use agent templates in Channel Revenue Management to quickly deploy AI-powered agents for rebate management, payout processing, and responding to partner inquiries.
products:
  - Partner Cloud
  - Cross Cloud
  - Manufacturing
release: "264"
---
# Agent Templates in Channel Revenue Management

Use agent templates in Channel Revenue Management to quickly deploy AI-powered agents for rebate management, payout processing, and responding to partner inquiries.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col style="width:100%"></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>, <strong>Performance</strong>, and <strong>Unlimited</strong> Editions with the Agentforce for Manufacturing add-on license or included in Agentforce 1 Manufacturing and Agentforce 1 Automotive Editions. Requires each user to have the Agentforce for Manufacturing add-on to access the action.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
      <colgroup>
        <col style="width:33.33333333333333%">
        <col style="width:33.33333333333333%">
        <col style="width:33.33333333333333%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d32578e70">agent Template</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d32578e73">Topics</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d32578e76">actions</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="agent Template" class="slds-cell-wrap" style="vertical-align:top;" headers="d32578e70 ">Channel Revenue Management</td>

          <td data-label="Topics" class="slds-cell-wrap" style="vertical-align:top;" headers="d32578e73 "><a href="https://help.salesforce.com/s/articleView?id=xcloud.chrm_genai_agentforce_rebate_payout_insight_topic.htm&amp;release=264.0.0&amp;type=5" title="Rebate administrators can use the Rebate Payout Insight agent topic to summarize rebate payouts, provide traceability for aggregates, and review payout details for program members. This agent ensures accurate tracking of rebate program activities without performing any direct updates to rebate-related records.">Rebate Payout Insight</a></td>

          <td data-label="actions" class="slds-cell-wrap" style="vertical-align:top;" headers="d32578e76 ">
            <ul>
              <li><a href="https://help.salesforce.com/s/articleView?id=ai.agent_ref_summarize_rebate_payout_member.htm&amp;language=en_US" target="_blank">Summarize Rebate Payouts for a Member</a></li>

              <li><a href="https://help.salesforce.com/s/articleView?id=ai.agent_ref_get_rebate_type_payout_source.htm&amp;language=en_US" target="_blank">Get Rebate Type Payout Sources</a>
              </li>

              <li><a href="https://help.salesforce.com/s/articleView?id=ai.agent_ref_get_aggregate_summary.htm&amp;language=en_US" target="_blank">Get Aggregate Summary </a></li>

              <li><a href="https://help.salesforce.com/s/articleView?id=ai.agent_ref_payout_periods_member.htm&amp;language=en_US" target="_blank">Get Payout Periods For a Member</a></li>

              <li><a href="https://help.salesforce.com/s/articleView?id=ai.agent_ref_aggregate_sources_member.htm&amp;language=en_US" target="_blank">Get Aggregate Sources For a Member</a></li>

              <li><a href="https://help.salesforce.com/s/articleView?id=ai.agent_ref_rebate_type_payouts_member.htm&amp;language=en_US" target="_blank">Get Rebate Type Payouts For a Member</a></li>

              <li><a href="https://help.salesforce.com/s/articleView?id=ai.agent_ref_summarize_rebate_type_payout_source.htm&amp;language=en_US" target="_blank">Summarize Rebate Type Payout Source</a></li>

              <li><a href="https://help.salesforce.com/s/articleView?id=ai.agent_ref_summarize_rebate_payouts_period.htm&amp;language=en_US" target="_blank">Summarize Rebate Payouts by Period</a></li>

            </ul>
          </td>

        </tr>
      </tbody>
    </table>