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            AI Actions for Calendar Management

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            3. Agentforce IT Service

            AI Actions for Calendar Management

            IT service desk members can schedule meetings, coordinate calendars, and manage event invitations by using Agentforce in their preferred channel. Streamline meeting coordination by creating events based on attendee availability, adding or removing participants, and handling the complete invitation process to reduce scheduling time and conflicts.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, and Unlimited Editions with Agentforce IT Service.

            Use actions within the Agentforce conversation flow to schedule meetings, coordinate calendars, and manage event invitations. Agentforce guides users through creating events based on attendee details, adding or removing participants, and coordinating preferred times.

            Identify Meeting Attendees

            Here's how a user identifies meeting attendees and retrieves the correct email addresses by using Agentforce. You can also see the action that's triggered in response to the user's input.

            Instructions Example Utterance or User Input Agent response Standard Action Engaged
            Provide the names or partial Email addresses of meeting attendees so that the agent can identify and return the correct Email addresses.
            • Find the Email addresses for Sarah Chen and Mike Johnson.
            • I need to schedule a meeting with Alex Smith.
            • Get me the Email for David Park.
            • Who is john.doe@company?
            		 The agent searches the directory and returns the correct Email addresses for the identified attendees (for example, sarah.chen@company.com, mike.johnson@company.com). If multiple matches are found, the agent asks for clarification. Identify Meeting Attendees

            Schedule Outlook Meeting

            Here's how an user schedules a meeting in Outlook by using Agentforce. You can also see the action that's triggered in response to the employee's input.

            Instructions Example Utterance or User Input Agent response Standard Action Engaged
            Provide the meeting details, including attendees, time, and purpose, so that the agent can schedule a meeting in the Outlook calendar.
            • Set up a call with Sarah and Mike on June 12 at 10 AM.
            • Book a call with David on June 30 at 2 PM.
            • Schedule a call with Robert and Emma on June 23 at 1 PM.
            		 The agent gathers the required details, confirms the attendees, time, and meeting purpose, and schedules the meeting in the Outlook calendar. It provides a confirmation with the meeting details. The agent schedules meetings at the exact time you provide. It doesn't check attendee availability or suggest alternative time slots. Schedule Outlook Meeting
             
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