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Standard Agent Subagents and Actions for Scheduler
Learn how agent subagents and actions work for Scheduler.
Before setting up subagents and actions for Scheduler, learn about Salesforce subagents and actions. Then, learn what the subagents and actions mean for Scheduler.
You can add any of the subagents from the Asset Library. See Add an Action to a Subagent from the Asset Library . Review the Scheduler subagents and add the ones that you want to use.
Standard Scheduler Subagents
| subagent | Description |
|---|---|
| Appointment Management for Scheduler | Allows users to book, modify, or cancel appointments using Salesforce Scheduler. The agent asks questions to collect the required information to manage their appointments. |
Standard Scheduler Actions
| Action | Description |
|---|---|
| Collect Appointment Details for Scheduler | Collects the details required to book an appointment. For example, the date of appointment, appointment topic, and so on. |
| Get Appointment Time Slots for Scheduler | Gets the available slots for the appointment for the requested appointment date. |
| Create and Schedule Appointment for Scheduler | Creates and schedules appointments. Recognizes a variety of requests, such as “schedule an appointment”, “book a meeting”, “arrange a consultation”, or “meet with someone”. |
| Cancel Service Appointment for Scheduler | Cancels the specified service appointment. |
| Get Appointment Details for Scheduler | Retrieves the details of an existing service appointment for a verified customer. These details can be used to modify or cancel an appointment. |
| List Appointments for Scheduler | Get a list of service appointments for a specific date for a verified customer. |
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