Loading
Prepare for Email to Become the Default Login ExperienceRead More
Sales Basics
Create an Agent Quick Action for Signals

Create an Agent Quick Action for Signals

Help sellers easily hand off tasks to an agent without leaving Sales Workspace. Build an action that opens the Assist panel for a specific agent to process a suggestion.

Required Editions

Available in: Lightning Experience in Enterprise, Unlimited, and Agentforce 1 Sales editions with the Sales Foundation add-on.
Create a platform action of type Agent Quick Action. See Create an Agent Quick Action.

Assign the action to a signal. Use it as the default action for a custom signal, or use it to replace the standard action on meeting prep suggestions.

 
Loading
Salesforce Help | Article