Agent Topic: Last Visit Summary
Get a summary of the most recent store visit, including key activities, compliance outcomes, overdue tasks, and associated order data. This topic helps users streamline visit closure and follow-up activities by providing a snapshot of the most recent account interaction.
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. |
How it Works
Users can ask the assistant for the most recent visit. The agent consolidates and summarizes data from the latest completed visit, providing an overview that includes associated preorders, deliveries, invoices, and relevant customer tasks.
| User Input | Action Used | Agent Response |
|---|---|---|
| Can you summarize my last visit to the store? | EmployeeCopilot__IdentifyRecordByName GetReVisitsByAccount GetReOrdersByVisit GetReCustomerTasksByAccount |
Summarize the visit, deliver a concise narrative detailing key observations, such as open customer tasks (for example, cooler installation), survey exceptions (stock shortages), noncompliance issues (missing displays), asset audit results (refrigerator condition), and order summary. |
Examples of Utterances That Trigger This Topic
- What happened during the last store visit?
- Summarize key actions from the previous visit.
- Recap compliance findings from the last store visit.
- What was the outcome of the last store visit?
- Provide a quick summary of last store activities.
- What was the compliance status during the last visit?
- Give me a quick last visit summary.
- Can you recap the last store visit.
- Give me a summary of the last store check.
- What did the rep do during the last visit?
- What was the store compliance status last time?
Follow-Up Utterances
- Give me the order value from last visit.
- How is store compliance at PoS Beverages shelf during last visit?
- How is store compliance for promotion during the last visit?
- How is the OOS situation in the store during the last visit?
- Were there any products on the shelf that have incorrect or missing facings reported in the last visit?
- Was the snack shelf fully stocked, especially with Lopples and Frankies products during last visit?
- Give me an asset audit summary from my last visit.
- How many orders were taken during the last visit? Give me a summary.
Last Visit Summary Considerations
These considerations define how the Get Retail Execution Visits By Account, Get Retail Execution Orders By Visit, and Get Retail Execution Customer Tasks By Account actions in the topic filter visit, order, and task data in the last visit summary.
- Visit Scope: The agent retrieves the most recent Completed visit.
- Configurable Visit Types: The visits are filtered based on visit types configured in the Account_Visit_History_Visit_Types custom system setting. The default types are Sales and Merchandizing.
- Included Survey and Audit Data: The visit data includes details from related store audits, product surveys, and asset audits.
- Task Date Filtering: The summary includes customer tasks that are due today.
- Task Status Filter: The agent retrieves customer tasks that are in the Initial or Released phases.
- Order Association: The agent retrieves only the orders that are related to the last visit.
- Order Phase Filter: The agent retrieves orders that are in the Ready or Released phase.
- Order Document Types: The agent retrieves orders with a document type of Delivery, Order Entry, or Invoice.
