Loading
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            AI Agent for IT Approval Management

            You are here:

            1. Salesforce Help
            2. Docs
            3. Agentforce IT Service

            AI Agent for IT Approval Management

            IT Approval Assistance is a conversational specialized AI agent that helps employees review and process IT approval requests. Use this agent to view pending approvals, access request summaries, and approve or reject requests directly through conversational interaction. This agent streamlines the approval workflow.

            Required Editions

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

            Agent Actions

            These actions run automatically during your conversation with the specialized agent.

            • Summarize Approval For Employee
            • Summarize Open Approvals For Employee
            • Review Approval Work Item
            Example
            Example

            Approving a software license request

            Scenario: Manager Linda has a pending approval request for a team member's software license.

            • Linda: Do I have any pending IT approvals?
            • AI Agent: Yes, you have 2 pending approvals. The first is a request from John Martinez for an Adobe Creative Cloud license at $54.99 per month. To confirm before I proceed, would you like to review the full request details or approve or reject it now?
            • Linda: What's the business justification?
            • AI Agent: John needs it for creating marketing materials and training videos for the product launch campaign. The request has been endorsed by the Marketing Director. Would you like to approve this request?
            • Linda: Yes, approved.
            • AI Agent: The Adobe Creative Cloud license request for John Martinez has been approved. The license will be provisioned within 24 hours and he'll receive access instructions via email.
             
            Loading
            Salesforce Help | Article