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            Get a Daily Scheduling Summary with Agentforce

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            Get a Daily Scheduling Summary with Agentforce

            Agentforce enables you to get an immediate overview of all of the critical service appointments that require your attention today. The summary includes unscheduled appointments due today, emergencies, and in-jeopardy appointments. When Enhanced Scheduling and Optimization is enabled, the overview also includes appointments with rule violations and overlapping appointments.

            Required Editions

            Einstein generative AI is available in Lightning Experience. Setup for Einstein generative AI is available in Lightning Experience.
            Available in all enhanced Messaging channels. View required editions.
            The Field Service core features and managed package are available in Enterprise, Performance, Unlimited, and Developer Editions.
            For purchasing options, contact your Salesforce account executive.
            User Permissions Needed
            To access Field service agent actions: Access Agent Topics and Actions for Field Service
            To use Agentforce: Use Agentforce Default Agent

            Package icon This is a Field Service managed package feature.

            In addition to displaying the overview, the AI agent creates filters for you. You can access these filters from the My Copilot Summaries section of the filter list to take immediate action.

            Note
            Note The summary is created only for today, according to your time zone.
            1. To use the AI agent in the Classic Dispatch Console or Scheduling Console, ask it to create a schedule summary by using a phrase such as “Summarize my schedule” (1). For example utterances, see Recommended Agentforce Utterances for Dispatchers.
              The AI agent shows the summary (2) for each category. It also creates filters for each category in the filters list (3). You can use the tooltip to view a description of each filter.
            2. To show the appointments in the appointment list, select one of the filters (4).
              AI agent summary
              Note
              Note If you ask the AI agent for a schedule summary, you get a summary for all territories visible in the Gantt. If you ask for a schedule summary for all territories, you get a summary for all territories you have access to.

            See Also

             
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