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Set Up and Maintain Retail Execution

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Set Up and Maintain Retail Execution

Work with Your Customer Service Assistance Agent

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Work with Your Customer Service Assistance Agent

When serving an account, telesales reps can leverage all Agentforce for Consumer Goods use cases from the desktop app.

Required Editions

Available in: Lightning Experience

Available in: Agentforce 1, Einstein 1, Enterprise, and Unlimited editions with Consumer Goods Cloud Retail Execution and Agentforce for Consumer Goods Cloud add-on licenses.

Provide agent access to your users by using profiles or permission sets. Use either the Agent Access tab on the Agent Details page or the Setup pages for permission sets and profiles. See Manage Employee Agent Access.

Telesales reps can click the Ask Agentforce icon on the top right in the Consumer Goods Cloud for Service app (Telesales app) and choose the Customer Service Assistance. They can type their questions (prompt) in the Agentforce chatbox and get the desired response.