Agentforce for Real-Time Offer Management

Marketing managers can use Agentforce to efficiently create and update promotions. Agentforce in self-service channels empowers customers to easily retrieve details about their profile and promotions. The topics are available in the Agentforce (Default) agent.

• Set Up Agentforce for Real-Time Offer Management
  Admins must set up Einstein Generative AI and Agentforce to enable marketing managers and other users to work with the standard Agentforce topics.
• Assign Permission Sets to Work with Agentforce in Real-Time Offer Management
  Assign marketing managers and users the permission sets they require to create promotions using Agentforce.
• Agent Topic: Promotion With Spend X Rule
  Marketing managers can use the Promotion With Spend X Rule topic to create and update promotions that reward customers for placing orders worth a specific amount.
• Agent Topic: Offer Content Generation
  Marketing managers can use the Offer Content Generation topic to instantly draft specific promotional offer assets, such as offer heading, offer body, or call-to-action (CTA) text.
• Agent Topic: Offer List
  Marketing managers can use the Offer List topic to retrieve, filter, and view specific offers in a list by using criterias, such as Data Cloud segments, promotions, product, categories, specific channels, or time ranges.
• Agent Topics for Promotion and Offer Briefs
  Use the Brief Preview, Offer Management: Brief Generation, and Offer Save topics to draft briefs, preview promotions and offers, and create offers from approved previews.