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Configure a Meeting Playbook Definition to Include Create Referral Action

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Configure a Meeting Playbook Definition to Include Create Referral Action

Learn how to create a meeting playbook, and configure the Create Referral action. This action triggers a flow that automatically extracts insights from your meeting notes, and prompts your users to create a referral if the meeting notes indicate a cross-sell or referral opportunity.

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 configure the Create Referral action within the Meeting Playbook: Referral Management Admin

Intelligent Referral Management includes a prebuilt flow, Launch Referral Intake Form. This flow is triggered automatically when an advisor clicks the Create Referral action on the Post-Meeting Follow-Up tab of a Meeting Playbook. The flow analyzes meeting notes and valuable client context, and prompts users to create a referral if the meeting notes indicate a cross-sell or referral opportunity.

  1. Make sure that Meeting Concierge is set up in your org.
  2. To create a meeting playbook definition by using the Annual Review template or from scratch, follow these steps.
    1. Create a meeting playbook definition by using the Annual Review template.
      Annual Review template includes the Create Referral action, and the corresponding flow, Launch Referral Intake Form. If you plan to create a meeting playbook definition from scratch, make sure that you link the Launch Referral Intake Form flow in the Agentforce Actions section of the Post-Meeting Follow Up tab.
    2. Create a meeting playbook definition from scratch. Specify these values when creating the meeting playbook definition.
      When configuring your playbook Post-Meeting Follow-Up stage, make sure that in the Agentforce Actions card, you specify the Create Referral action.
  3. Save the changes.
 
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