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            Hae koko Salesforce-ohjeesta
            AI Agent for IT Approval Management

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            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: Unlimited and Enterprise editions with AI Agent for Employees add-on.

            Agent Actions

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

            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 a pending approval. The 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.
             
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            Salesforce Help | Article