View and Explore a Meeting Concierge Playbook
Explore the three-stage Meeting Concierge playbook structure and the function of each card.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise and Unlimited Editions with the Agentforce for Financial Services add-on license or included in Agentforce 1 Financial Services Edition |
| User Permissions Needed | |
|---|---|
| To use Financial Services | Financial Services Cloud Foundations OR Financial Services Cloud Extension OR FSC Sales OR FSC Service |
| To use Meeting Concierge | Einstein for Financial Services |
| To use Action Plans: | Action Plans |
| To run Prompt Templates: | Prompt Template User |
A Meeting Concierge playbook has three stages:
- Pre-Meeting Preparation: Gather context and documents to prepare the advisor brief before the meeting.
- In-Meeting Facilitation: Manage the agenda, capture key points, and document outcomes during the meeting.
- Post-Meeting Follow-Up: Summarize key takeaways, identify action items, and start follow-up workflows.
- From the App Launcher, find and select Agentforce Meeting Concierge, and then select Meeting Playbook.
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Select a meeting playbook.
To update the meeting playbook structure to fit the meeting agenda, click Change Playbook Definition. Select a meeting playbook definition and save your changes.
- Click Refresh to refresh all cards.
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Click Pre-Meeting Preparation.
- Click Generate Discussion Guide to generate a discussion guide based on the preparation brief.
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Select the Client Summary card.
View a summary of recent interactions and account details in a structured brief.
Cited Sources lists resources used directly in the AI-generated content. References lists resources related to the generated content, but not used directly. For household records, each source also shows the related household members so that advisors can locate more details.
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Select the Meeting Preparation Tasks card.
View a structured pre-meeting checklist. Create, edit, and complete action plan items to prepare for the meeting.
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Select the Documents card.
Upload documents and select to summarize, include in meeting preparation, or mark as client-facing.
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Select the Meeting Preparation Brief card.
View a custom agenda based on client goals and portfolio performance. Click Edit to update the meeting brief.
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Select the Attendee Management card.
View a list of meeting attendees.
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Select In-Meeting Facilitation.
- Click Generate Meeting Follow Up to open the Meeting Follow-Up Summary window in the Post Meeting tab. Generate a post meeting summary based on meeting notes.
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Select the Meeting Discussion Guide card.
View a structured meeting agenda. Click Edit to update the meeting guide.
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Select the Meeting Notes and Documents card.
Capture meeting notes by using audio transcribing, typed notes, or uploaded recordings. Meeting notes appear as attachments on the Meeting Discussion Guide and Documents cards.
AI-Summarized Formats are files types that AI processes and includes content in the Meeting Follow-Up Summary. Upload-Only Formats are file types that are available for reference but excluded from the summary.
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Select the Documents card.
Upload documents and select to summarize, include in meeting preparation, or mark as client-facing.
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Select Post-Meeting Follow-Up.
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Select the Meeting Follow-Up Summary card.
View a draft meeting summary and key decisions for advisor review.
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Select the Agentforce Actions card.
View and act on post-meeting follow-up actions.
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Select the Meeting Follow-Up Tasks card.
View tasks and a structured post-meeting checklist.
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Select the Documents card.
Upload documents and select to summarize, include in meeting preparation, or mark as client-facing.
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Select the Meeting Follow-Up Summary card.
