Use the Retail Execution Visit Assistant agent template to set up your agent with
preconfigured topics and actions. This template uses historical data—including orders, visits,
customer tasks, and audits—to summarize visit and account performance, analyze compliance
trends, and highlight product upsell opportunities.
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.
The Retail Execution Visit Assistant template includes these agent topics and their
corresponding actions.
Topics
Purpose
Actions
Account Performance
Summarizes account performance data.
EmployeeCopilot__IdentifyRecordByName
GetReAccountPerformanceData
GetReOrdersByAccount
Account Compliance
Analyzes compliance trends based on customer tasks and visits.
EmployeeCopilot__IdentifyRecordByName
GetReVisitsByAccount
GetReCustomerTasksByAccount
Last Visit Summary
Provides a summary of the most recent visit or visits within a date
range.
EmployeeCopilot__IdentifyRecordByName
GetReVisitsByAccount
GetReOrdersByVisit
GetReCustomerTasksByAccount
Product Upsell
Highlights potential upsell opportunities.
EmployeeCopilot__IdentifyRecordByName
GetReVisitsByAccount
GetReOrdersByAccount
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