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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.
You are here:
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.
| Available in: Lightning Experience in Enterprise, Unlimited, and Agentforce 1 Sales editions with the Sales Foundation add-on. |
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.

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