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            Subagent: Pre-Meeting Assistance for Relationship Management

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            Subagent: Pre-Meeting Assistance for Relationship Management

            Helps relationship managers effectively prepare for meeting activities. Extracts information from one or more objects and generates a tearsheet. Users can specify the name, template, and format using data from records and an input editor directly within the conversation.

            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 pre-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 PreMeetingAssistance
            Included Agent Actions

            Query Records

            Identify Record by Name

            Create Summary Document

            Examples of Utterances That Trigger This Subagent

            • “Prepare a customer overview document before my meeting”
            • “Provide a document outlining the relationship history and current status”
             
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