Create an Customer Service Assistance Agent in Retail Execution
Use the standard Employee Agent template to create an Customer Service Assistance agent
in Retail Execution. Once, the agent is created, you can create actions and topics to configure
the agent based on the needed usecase.
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.
User Permissions Needed
To create an agent:
Manage AI Agents AND Manage Agentforce Employee Agents
Get account performance and compliance reviews in Retail Execution.
Additionally, analyze product recommendations for top and bottom-performing products
and manage visit schedules.
Welcome Message
Hi, I’m a Customer Service Assistance AI agent. I can help you with performance
and compliance reviews, product recommendations, and managing your visit
schedules.
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