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            Get AI-Generated Recommendations Action

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            Get AI-Generated Recommendations Action

            Get ‌AI-generated recommendations based on the provided context, and then save the recommendations as AI-generated action items. This action is used in the Get AI Recommendations from Call Transcripts flow as part of Agentforce Pipeline Management.

            Required Editions

            Available in: Lightning Experience
            View supported editions.

            In Flow Builder, add an Action element to your flow. In the New Action window, search for AI-Generated Recommendations, and then select Get AI-Generated Recommendations.

            Set Input Values

            Use values from earlier in the flow to set the inputs for the action.

            field description
            Context Payload Required. The context required to get AI-generated recommendations, in JSON format.
            Bot Version ID Required. The version ID of the agent.
            Agent Bot ID Required. The ID of the agent.
            Recommendation Limit The maximum number of recommendations the invocable action can process and save as AI-generated action items in a single run.
            Parent Record ID Required. The ID of the parent record that identifies what object to generate recommendations for.
            Agent User ID Required. The ID of the agent user that owns the AI-generated action item record.

            Store Output Values

            field description
            AI-Generated Action Item Record IDs The collection of IDs of AI-generated action item records created from AI-generated recommendations.

            Usage

            The Get Opportunity Stage Details action is a part of the Get AI Recommendations from Call Transcripts flow. It’s primarily used with Agentforce Pipeline Management.

            Limitations

            This action is limited to usage within a flow. It can’t be invoked through other methods such as Apex, REST API, Agentforce, Prompt Studio, or Einstein Bots. While actions can typically be invoked through frameworks such as InvocableActionService, this specific action is restricted to flows.

             
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