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Agent Topics for Promotion and Offer Briefs
Use the Brief Preview, Offer Management: Brief Generation, and Offer Save topics to draft briefs, preview promotions and offers, and create offers from approved previews.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions with Agentforce, Real-Time Offer Management, and Data Cloud. |
Agent Topic: Brief Preview
From an existing Brief record, this topic drafts one complete, non-persisted promotion or offer preview. It doesn't create or save a brief, promotion, or offer. Use this topic for a complete preview, not to edit an individual heading, message body, or call to action.
| API Name | OfferMgmt__PromotionPreviewTopic |
| Supported Agent Types | Employee, Agentforce Employee Agent |
The topic includes these actions.
- Generate Promotion Preview from Brief
- Generates a promotion preview that includes duration, audience, eligibility and rewarding rules, limits, and a success metric. The active record must be a brief with the usage type Promotion.
- Generate Offer Preview from Brief
- Generates an offer preview that includes offer-level fields and Email and SMS content. The preview can use a linked promotion or promotion brief as a source. The active record must be a brief with the usage type Offer.
The agent uses the wording of the request to select an action and uses the brief's usage type when the request doesn't indicate whether to draft a promotion or an offer.
Example utterances include:
- Draft a promotion from this brief.
- Outline a promotion based on this brief.
- Show me a promotion summary for this brief.
- Draft an offer preview from this brief.
- Outline offer treatments for this brief.
- Show me email and SMS offer copy for this brief.
Agent Topic: Offer Management: Brief Generation
This topic creates, drafts, and saves promotion and offer brief documents. It doesn't generate previews or create promotion or offer records.
| API Name | OfferMgmt__PromotionBriefGeneration |
| Supported Agent Types | Employee, Agentforce Employee Agent |
The topic includes these actions.
- Generate Promotion Brief
- Generates a promotion brief from a campaign objective.
- Generate Offer Brief
- Generates an offer brief with content for each channel. The action can use a promotion or promotion brief as a source.
- Save Promotion Brief
- Saves a brief with the usage type Promotion.
- Save Offer Brief
- Saves a brief with the usage type Offer and links it to its source promotion brief.
- Get Promotion Context
- Gets the name, description, start and end dates, and objective from a promotion.
- Search Promotions by Name
- Finds promotions by name.
- Search Promotion Briefs by Name
- Finds promotion briefs by name.
- Identify Business Unit, Query Records, and Update Record Fields
- Identifies or verifies a business unit, queries records, and updates record fields.
Example utterances include:
- Create a promotion brief.
- Draft a promotion brief for our holiday promotion.
- Save this promotion brief.
- Create an offer brief.
- Draft an offer brief for our summer back-to-school promotion.
- Create an offer brief based on the Holiday Q4 promotion brief.
- Save this offer brief.
Agent Topic: Offer Save
From an offer brief with an approved in-memory preview, this topic creates an offer and one offer treatment for each channel. It links the records to the source brief. The active record must be a brief with the usage type Offer. The topic doesn't regenerate content, generate another preview, or save a brief.
| API Name | OfferMgmt__OfferSaveTopic |
| Supported Agent Types | Employee, Agentforce Employee Agent |
The Create Offer from Brief action creates the offer and its treatments from the preview. It uses the brief ID, an optional promotion ID, the channel, heading, message body, and call to action for each treatment, and the offer's start and end date and time.
Example utterances include:
- Save the offer for this brief.
- Commit the offer preview to records.
- Persist the offer and treatments for this brief.
