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            AI Actions for Approval Management

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            AI Actions for Approval Management

            Managers can review pending approvals and take action using Agentforce in a channel of their choice, such as the employee portal, Slack, or Teams. Get contextual summaries of open approvals and make faster, more informed decisions.

            Required Editions

            Available in: Lightning Experience
            Available in: Unlimited and Enterprise editions with AI Agent for Employees add-on.

            Agentforce guides managers through the approval process to make faster, more informed decisions, eliminating the need to navigate complex approval requests.

            Review and Act on Approvals

            Here's how a manager reviews pending approvals and gets contextual summaries to make faster, informed decisions by using Agentforce.

            Instructions Example Utterance or User Input Agent response Standard Action Engaged
            Review your open approvals so that the agent can present a summary of all pending items.
            • What approvals do I have open?
            • List all open approvals with full details.
            • Give me an expanded view of all my pending approvals.
            • Show all approvals that are not completed yet.
            		 The agent retrieves top 10 open approval records and presents a contextual summary for each one, including the purpose of the request, the key business justification, and relevant history (for example, a service request for a replacement laptop submitted by Maria Sanchez, justified as required for a new project, with one similar request in the past six months). Summarize Open Approvals
            Provide the approval ID or a description of the work item so that the agent can retrieve the full details for a specific approval record.
            • What are the details for approval AWI-13838393?
            • Tell me what's included in approval number AWI-13838393.
            • I want detailed information on approval AP-13838393.
            • Can you explain the status and history of AWI-13838393?
            		 The agent retrieves the specified approval record and returns a detailed summary with the purpose, key justification, and relevant history for that record only (for example, AWI-13838393: procurement request for 10 software licenses, justified by a new team onboarding, no prior requests from this department). Summarize Approval
            Provide the approval ID or a description of the work item and your decision so that the agent can process the approval or rejection. Include an optional comment to add context to your decision.
            • Approve the work item AWI-13838393.
            • Reject the new laptop request with the comment: Budget details are missing.
            • Approve the new mouse request assigned to me with the comment: Looks good, proceed.
            • Reject the work item AWI-14878354 assigned to me with the comment: Please resubmit with correct details.

            The agent checks for open approvals. If none is found, the agent responds: "You currently have no approvals pending."

            Note
            Note Approval Summary applies to all approval types, including service requests, change requests, procurement, and HR requests.
            		 Review Approval Work Item
             
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