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Ask Agentforce About Highlighted Text on an Experience Cloud Site

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Ask Agentforce About Highlighted Text on an Experience Cloud Site

With Highlight-to-Ask, you can ask quick, contextual questions directly from a knowledge article on an Experience Cloud site to get accurate answers from your Agentforce Service agent. The agent combines your highlighted text and browsing history to provide more accurate responses.

Required Editions

Available in: Salesforce Classic and Lightning Experience
Available in: Aura and LWR Experience Cloud Sites
Available in: Enhanced Chat with the Einstein for Service, Einstein Platform, Community, Community Plus, or Agentforce Service Agent add-on
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations or Agentforce 1 Editions. Access to some standard agent actions requires additional add-on licenses
User Permissions Needed
To set up Enhanced Chat: Customize Application AND Modify Metadata Through Metadata API Function
To create an Experience Cloud site: Create and Set Up Experiences AND View Setup and Configuration AND be a member of the site OR View Setup and Configuration AND be a member of the site AND have appropriate role-based site access
To customize or publish an Experience Cloud site: Create and Set Up Experiences AND View Setup and Configuration AND be a member of the site OR View Setup and Configuration AND be a member of the site AND have appropriate role-based site access
To create and manage Agentforce Service agents: Create and Set Up Experiences AND View Setup and Configuration AND be a member of the site OR View Setup and Configuration AND be a member of the site AND have appropriate role-based site access
Note
Note Context-Aware Quick Chat supports only Version 1 of the Embedded Service Deployment. Using any other version may cause the component to not load or work as expected.

Before you use Highlight-to-Ask, make sure you have completed these steps:

  1. On a page in your Experience Cloud site that contains a knowledge article or other content with highlightable text, highlight a word, phrase, or section related to your question.
  2. In the small pop-up, click Ask this.
  3. In the Quick Chat window that appears, type your question and press Enter.
    For example, What does error code 504 mean in this setup?.
 
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