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Meeting Concierge

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Meeting Concierge

Meeting Concierge brings the advisor-client meeting lifecycle into a single interface, from preparation through post-meeting follow-up. It eliminates the need for financial advisors to switch between calendars, note-taking tools, and custodian systems to prepare for, conduct, and follow up on client meetings. Powered by Agentforce, it provides AI-generated meeting prep summaries, and automated follow-up drafts, giving advisors more time to spend with clients.

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
  • Set Up Meeting Concierge
    Assign permissions, set up Einstein Generative AI, and configure your calendar sync. Optionally, create Prompt Templates and Action Plan Templates to customize Meeting Concierge to your business needs.
  • Create a Meeting Concierge Playbook
    Create a Meeting Concierge playbook from a preconfigured template or from scratch by defining your own stages, configuring components, and selecting prompt templates and action plan templates for each stage.
  • Meeting Concierge Resources
    Find the prompt templates, action plan templates, flows, and Lightning components included with Meeting Concierge. Use this reference when configuring a playbook from scratch or customizing an existing one.
  • View and Explore a Meeting Concierge Playbook
    Explore the three-stage Meeting Concierge playbook structure and the function of each card.
 
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