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Subagent: Automotive Sales Concierge
The Automotive Sales Concierge agent subagent offers a centralized solution to craft a personalized purchase experience for every customer. Sales representatives in an automotive company can use the Automotive Sales Concierge subagent to summarize vehicle and customer details, search new vehicles and assets for sale, search for products and relevant accessories, search for dealers, capture opportunities and quotes, schedule test drives, and initiate trade-in appraisals. This subagent provides a conversational AI assistant, helping sales reps to interact with the system using natural language and perform complex sales tasks, all in one flow, significantly reducing manual effort and improving customer engagement.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Automotive add-on or included in Agentforce 1 Automotive Edition. Requires each user to have the Agentforce for Automotive add-on to access the action. |
Subagent Details
Considerations
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The Seller Product entity determines which dealers offer specific products and is used in search operations. Ensure the Active flag is updated accurately to reflect whether a dealer currently sells a product. Setting this flag incorrectly (for example, marking inactive relationships as active) can increase unnecessary data in the searchable dataset and lead to inaccurate search results.
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In organizations with a high number of dealers or distributors in the same region, it’s recommended to configure a smaller search radius in the Criteria-Based Search and Filter (CBSF) setup. This helps improve performance and ensures more relevant, proximity-based dealer search results.
Examples of Utterances That Trigger This Subagent
- “Find a dealer for this part in California 96162”
- “Search for accessories for this product”
- “Create a quote with a 10% manual discount”
- “This customer wants to trade-in their vehicle which is in excellent condition”
- “Draft an email to the customer with these quote details”
| Instructions | Example Utterance or User Input | Agent response | Standard Action Engaged |
|---|---|---|---|
Generate a summary for a customer account from an account record page.  Note If the agent is initiated outside of an account page, it must first
authenticate the account for the sales process to begin. This is done by
requesting the customer's name, email, or phone number for
identification. |
"Summarize this account" | The agent summarizes the information of the account, including information such as, vehicles and assets, engagement interactions, and account interests, making it easier for sales reps to sell vehicles to the customer and generate revenue opportunities. | Summarize Customer Account |
| Enter the search criteria for a vehicle to get relevant recommendations. | "I want to select an automatic transmission SUV." | The agent shows a list of vehicle definitions relevant to the search criteria for user selection. Note These vehicle definitions are derived from their matching vehicle definition
searchable field records. |
Search Vehicle Definitions |
| Select the relevant vehicle. | Neogen Glide X | The agent prompts the user to choose whether to summarize the vehicle, search for accessories or related parts for the vehicle, find a preferred dealer, or create an opportunity for it. | |
| Select accessories for the vehicle. | "Search for accessories for this vehicle." | The agent shows a list of product records relevant to the vehicle that the user can select from as well as provide the required quantities for each selected accessory. The user can search for and select multiple products or accessories. | Search Product And Parts |
| Select a preferred dealer for the vehicle by choosing the action from the recommended actions. Enter the relevant postal code and city name. | Select a preferred dealer. | The agent shows a list of dealer vehicle definition searchable field records relevant to the vehicle for user selection. | Get Dealers for Search Criteria |
| Create an opportunity and capture the preferred seller for the selected vehicle. | "Create an opportunity for this vehicle." | The agent creates an opportunity, with the details of the vehicle, the related parts, and the preferred seller for the selected customer and vehicle. | Create Opportunity with Products and Preferred Seller |
| Book a test drive appointment with a dealer for a vehicle. | "Book a test drive for this vehicle" | The agent shows a list of available appointment slots for user selection. | Get Available Appointment Slots |
Select a preferable time slot. |
August 13, 2025: 12:30PM - August 13, 2025: 1:45PM | The agent shows the selected details and asks for user confirmation before creating a service appointment record. | Schedule Automotive Appointment |
| Create a quote with a manual discount. | "Create a quote with a 12.5% manual discount." | The agent shows the details of a quote with the opportunity ID of the created record and the user specified manual discount percentage and asks for user confirmation before creating a quote record. | Create Quote from Opportunity |
| Initiate a trade-in appraisal for the customer. | This customer wants to trade-in their existing vehicle which is in excellent condition. | The agent shows a list of vehicles owned by the customer user selection and asks for confirmation before proceeding with condition selection. The agent then creates an appraisal and appraisal item record for the selected vehicle. | Get Vehicles for Customer and Create Vehicle Appraisal |
Create a to-do for an account by selecting the option from the action recommendations on the Agentforce window, such as drafting an email to the customer with the details.
