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            Create a Meeting Concierge Playbook

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            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Create a Meeting Concierge Playbook

            Create a Meeting Concierge playbook from a preconfigured template or from scratch by defining your own stages, configuring components, and selecting prompt templates and action plan templates for each stage.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions
            User Permissions Needed
            To use Financial Services

            Financial Services Cloud Foundations

            OR

            Financial Services Cloud Extension

            OR

            FSC Foundation

            OR

            FSC Sales

            OR

            FSC Service
            To set up Meeting Concierge Agentforce Meeting Concierge Admin
            To set up Action Plans:

            Action Plans
            To set up Prompt Templates:

            Prompt Template Manager
            To run Prompt Templates:

            Prompt Template User

            Create a Meeting Concierge Playbook from a Template

            Use a preconfigured template to create a Meeting Concierge playbook. Templates include prompt templates and action plan templates for common meeting types, such as Annual Review and Prospecting, so that you can get started without building from scratch.

            Note
            Note These steps apply to orgs that use standard objects. If your org uses the Financial Services Cloud managed package, the playbook definition installs from the Git repository during setup. To create additional playbooks, see Configure a Meeting Concierge Playbook from Scratch.
            1. In Setup, in the Quick Find box, find and select Agentforce Meeting Concierge.
            2. Click New Playbook.
            3. Select a template, and then click Next.
              Annual Review: Create a playbook for existing clients.

              Prospecting: Create a playbook for prospective clients.

            4. Define your playbook.
              1. Enter a playbook name and developer name.
              2. Enter a playbook description.
              3. Structure the meeting lifecycle by using predefined stages.
              4. Click Save & Next.
            5. Review the Playbook, Pre-Meeting Preparation, and then click Save & Next.
            6. Review the Playbook, In-Meeting Session, and then click Save & Next.
            7. Review the Playbook, Post-Meeting Follow-Up, and then click Save & Next.
            8. Assign and activate your Playbook.
              1. Select permission sets to assign the playbook to control user access.
              2. Save and activate your playbook.

            Configure a Meeting Concierge Playbook from Scratch

            Build a playbook from scratch by defining your own stages, configuring components, and customizing the details to fit your business needs.

            1. In Setup, in the Quick Find box, find and select Agentforce Meeting Concierge.
            2. Click New Playbook.
            3. Select to create from Scratch, and then click Next.
            4. Define your playbook.
              1. Enter a Playbook name and Developer name.
              2. Enter a playbook description.
              3. Structure the meeting lifecycle by using predefined stages.
              4. Click Save & Next.
            5. Configure your playbook Pre-Meeting Preparation stage.
              1. Select the Client Summary card and select a prompt template.
                Select a custom or a preconfigured prompt template, such as Create Prospect Client Summary or Create Annual Review Client Summary. For the managed package, select Create Annual Review Client Summary FSC Package.
              2. Select the Meeting Preparation Tasks card and select an action plan.
                Select a custom or a preconfigured action plan template, such as Annual Review Pre Meeting Template or Prospect Pre Meeting Template.

                Select Show meeting preparation tasks component.

              3. Select the Documents card and select a prompt template.
                Select a custom or a preconfigured prompt template, such as Document Summary Prompt.
              4. Select the Meeting Preparation Brief card and select a prompt template.
                Select a custom or a preconfigured prompt template, such as Create Prospect Preparation Brief or Create Annual Review Preparation Brief. For the managed package, select Create Annual Review Preparation Brief FSC Package.
              5. Select the Attendee Management card.
                The Attendee Management card shows attendees for the meeting.

                Select Show attendee management component.

              6. Click Save & Next.
            6. Configure your playbook In-Meeting Session stage.
              1. Select the Meeting Discussion Guide card and select a prompt template.
                Select a custom or a preconfigured prompt template, such as Create Annual Review Discussion Guide or Create Prospect Discussion Guide.
              2. Select the Capture Meeting Notes and Documents card.
                Take structured notes during the meeting. At least one option must be enabled to proceed.

                Select how to capture meeting notes: Record Audio Meeting Notes, Upload Meeting Notes, or Draft Text Meeting Notes.

                The browser microphone must be set to the system microphone to capture meeting notes.

              3. Select the Documents card.
                Configure the card in the Pre-Meeting Preparation section.
              4. Click Next.
            7. Configure your playbook Post-Meeting Follow-Up stage.
              1. Select the Meeting Follow-Up Summary card and select a prompt template.
                Select a custom or a preconfigured prompt template, such as Create Annual Review Post Meeting Summary or Create Prospect Post Meeting Summary.
              2. Select the Agentforce Actions card and select up to 10 prompt templates or flows from the action library to power post-meeting follow-up.
                Select a custom or preconfigured prompt template or flow, such as Create Annual Review Client Email or Create Prospect Client Email.

                Select Always On to keep this action in the list after it runs.

              3. Select the Meeting Follow-Up Tasks card and select an action plan template.
                Select a custom or a preconfigured action plan template, such as Annual Review Post Meeting Template or Prospect Post Meeting Template.

                Select Show meeting follow-up tasks component.

              4. Select the Documents card.
                Configure the card in the Pre-Meeting Preparation section.
              5. Click Next.
            8. Assign and activate your Playbook.
              1. Select permission sets to assign the playbook to control user access.
              2. Select Activate playbook.
              3. Save the playbook.
             
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