Skabelonen Retail Execution Visit Assistant (Besøgsassistent for Retail Execution)
Brug skabelonen Retail Execution Visit Assistant-agent til at opsætte din agent med prækonfigurerede emner og handlinger. Denne skabelon bruger historiske data – herunder bestillinger, besøg, kundeopgaver og revisioner – til at opsummere besøgs- og kontoydeevne, analysere compliancetendenser og fremhæve produktsalgsmuligheder.
EditionsHeading
Tilgængelig i: Lightning Experience
Tilgængelig i: Agentforce 1, Einstein 1, Enterprise og Ubegrænset version med Consumer Goods Cloud Retail Execution og Agentforce Agent for Consumer Goods Cloud-tilføjelsesprogramlicenser.
Skabelonen Retail Execution Visit Assistant (Besøgsassistent for Retail Execution) indeholder disse agentemner og deres tilsvarende handlinger.
Emner
Formål
Handlinger
Kontoydeevne
Opsummerer kontoydeevnedata.
EmployeeCopilot__IdentifyRecordByName
GetReAccountPerformanceData
GetReOrdersByAccount
Kontooverensstemmelse
Analyserer compliancetendenser baseret på kundeopgaver og besøg.
EmployeeCopilot__IdentifyRecordByName
GetReVisitsByAccount
GetReCustomerTasksByAccount
Sidste besøgssammendrag
Angiver et sammendrag af det seneste besøg eller besøg inden for et datointerval.
EmployeeCopilot__IdentifyRecordByName
GetReVisitsByAccount
GetReOrdersByVisit
GetReCustomerTasksByAccount
Produktsalg op
Fremhæver potentielle opsalgsmuligheder.
EmployeeCopilot__IdentifyRecordByName
GetReVisitsByAccount
GetReOrdersByAccount
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