TPM Agent Actions

An agent uses a large language model (LLM) to determine its actions in a conversation. Configure inputs to specify the information required to complete an action. Configure outputs to define the action's result and what the agent returns to the user.

Important Set up all agent actions before using the KAM Agent.

1. Create the Read User Sales Organization Action
   Create a custom action that helps the agent identify the user's sales organization. This information gives the TPM agent context to get the right data.
2. Create the Execute Promotion BO API Workflow Action
   Create a custom action that runs a promotion business object (BO) API workflow. This action lets the agent update a promotion record for the user.
3. Create the Retrieve Account Measures Action
   Create a custom action that and gets account measures. The agent can then answer questions about account performance. It can filter data based on business year and products.
4. Create the Read Account Available Measures Action
   Create a custom action that returns a list of all measures for an account. The TPM agent uses the list to know what measures it can request.
5. Create the Read Promotions Available Measures Action
   Create a custom action that returns a list of all measures for promotions. The agent uses this list to know which measures it can request when analyzing promotions.
6. Create the Get Business Year Timeframe Action
   Create a custom action that returns the start and end dates for a business year. This action helps the agent filter data within the right timeframe.
7. Create the Retrieve Managed Accounts With Read Access Action
   Create a custom action that returns a list of accounts the user can read. This lets the agent work with accounts the user can see.
8. Create the Retrieve Managed Accounts With Read and Write Access Action
   Create a custom action that returns a list of accounts the user has both read and write access to. This action lets the agent work with accounts the user has the correct permissions to modify.
9. Create the Get Products Action
   Create a custom action that gets product records. The agent can filter information by products or product levels.
10. Create the Get Promotion BO API Workflow Input Schema Action
    Create a custom action that gets the required structure (schema) for a promotion business object (BO) API workflow.
11. Create the Retrieve Promotion Measures Action
    Create a custom action that gets all measures for a promotion across its products. This lets the agent give performance data for a promotion.
12. Create the Retrieve Promotions Measures Action
    Create a custom action that gets all measures for promotions associated with a specific account. This action allows the agent to filter data based on products, product levels, and other criteria to answer user questions about promotion performance.
13. Create the Validate TPM Account Action
    Create a custom action that validates if the user has access for a specific Trade Promotion Management (TPM) account. This action makes sure the agent only works on authorized records.