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            Subagent: Post-Meeting Assistance for Relationship Management

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            Subagent: Post-Meeting Assistance for Relationship Management

            Helps relationship managers manage post-meeting activities at the banks. Organizes meeting notes according to the user’s inputs and creates records for interaction, interaction summary, and interaction attendee. Shows meeting interest tags, logs relevant opportunities, updates account plans, sends emails, and defines follow-up tasks based on meeting discussions.

            Required Editions

            Available in: Lightning Experience in Enterprise and Unlimited Editions with the Agentforce for Financial Services add-on license or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action.
            User Permissions Needed
            To configure post-meeting assistance: Access Banking Relationship Assistance
            To use Agentforce Employee Agent: Manage AI Agents and Manage Agentforce Employee Agents
            To run prompt templates: Execute Prompt Templates user permission
            To run flows associated with agent actions Run Flows app permission

            Subagent Details

            API Name PostMeetingAssistance
            Included Agent Actions

            Query Records

            Identify Record by Name

            Create a To-Do

            Update Record

            Draft or Revise Email

            Create Interaction

            Create Interaction Summary

            Create Account Plan Objective

            Create Interaction Attendee

            Create Account Plan Objective Measure

            Restructure Meeting Notes

            Create Opportunity Based on Meeting Notes

            Get Interactions By Date Range

            Create Interest Tag

            Examples of Utterances That Trigger This Subagent

            • “I just finished a meeting with Acme Inc. Please structure the details and create interaction summary.”
            • “Add Carole White as one of the attendee.”
            • “Identify potential opportunities from this meeting and create records.”

            Guidelines and Considerations

            • To use agent actions associated with the Post-Meeting Assistance subagent, make sure that you have permission to create Interaction, Interaction Summary, Interaction Attendee, Account Plan Objective, Account Plan Objective Measure, and Opportunity records.
            • The Banking Relationship Assistance agent actions are built using Salesforce flows which includes only necessary fields. You can customize these actions to include additional fields. To tailor the flow's business logic to your needs, clone the standard agent actions available in Agentforce Assets.
            • The actions create records automatically to keep the conversation smooth. If you need user confirmation for record creation, clone the actions and add the necessary confirmation steps.
            • LLMs don't know the user's timezone. So, when performing actions that involve date and time, like Create Interaction, include the time along with the timezone. For example: The meeting was at 2:30 PM PST.
            • To maintain context, timezone information is automatically passed between actions when they are run sequentially. For example, the timezone from the Restructure Meeting Notes action is used by the subsequent Create Interaction action.
            • Users can access Create Interest Tag action with Access Banking Relationship Assistance and Einstein for Financial Services permissions.
             
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