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            Public Sector | Draft Visit Summary Email

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            Public Sector | Draft Visit Summary Email

            Generates a professional email summarizing the visit with details about the visit, regulatory code violations, enforcement actions, and regulatory fees along with their due dates and resolution notes.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Public Sector add-on or included in Public Sector for Agentforce 1 Service Edition. Requires each user to have the Agentforce for Public Sector add-on to access the action.
            User Permissions Needed
            To execute actions in the Compliance Management agent: Public Sector Access
            See Common User Access for Standard Agent Actions.

            Action Details

            API Name DraftVisitSummaryEmail
            Reference Action Type Prompt Template
            Reference Action

            Draft Visit Summary Email

            (DraftVisitSummaryEmail)
            Does this action execute one or more prompt templates? Yes
            Required Setup Compliance Management with Agentforce

            Draft Visit Summary Email and Prompt Templates

            This agent action calls the Draft Visit Summary Email prompt template to generate a professional email summarizing the visit details. The email highlights key regulatory code violations, enforcement actions, and any relevant fees, along with their due dates and resolution notes. The email encourages timely action on any outstanding issues.

             
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