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            Configure Agent Actions

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            1. Salesforce Help
            2. Docs
            3. Customer Signals Intelligence

            Configure Agent Actions

            Optionally, select agent actions to receive real-time AI support for customer cases and issue resolution.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, and Unlimited Editions with Data 360 enabled, and the Customer Signals Intelligence and Einstein GPT Copilot add-ons
            User Permissions Needed
            To enable Einstein Copilot for Salesforce:

            Agentforce Default Admin

            OR

            Customize Application

            OR

            Modify Metadata
            To run prompt templates:

            Execute Prompt Templates
            1. From Setup, use Quick Find to go to Customer Signals Intelligence.
            2. From Configure Agent Actions, click Configure.
            3. Turn on one or more agent actions. Here's what each agent action does:
              AGENT ACTION AGENT ACTION NAME IN AGENT BUILDER DESCRIPTION
              Draft an Email with Issue Summary Draft or Revise Email Creates a draft email with the key details of an issue.
              Summarize Engagement For a Customer Summarize Service Engagement Summarizes all engagements for a particular customer to highlight key touchpoints.
              Summarize Engagement For a Channel Summarize Service Engagement Summarizes all engagements for a specified channel to highlight key metrics and activities.
              Summarize Engagement For a Contact Reason or Theme Summarize Service Engagement Summarizes all engagements for a specified theme to highlight key interactions and trends.
              Draft Response Based on Similar Case Resolutions Draft Case Response Identifies a solution for the user’s query from cases that were closed with a similar issue.
              Find Similar Interactions Find Similar Interactions Searches for specific channel names or related terms in interaction records and creates an engagement summary.
              Summarize Product Reviews Summarize Product Reviews Summarizes customer reviews, identifies top products, and classifies sentiment as positive, negative, mixed, or neutral.
              Enhance Product Description Enhance Product Description Compares product descriptions with customer reviews and generates enhanced descriptions.
             
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