Customer Success Cloud AI Agent Invocable Action Reference

csag_ActionClosePlaybooks

Closes the playbooks and any playbook tasks related to them.

PropertyValue
LabelClose Playbooks and Playbook Tasks
CategorySuccess Management
SinceWinter 2026
Read-onlyNo
Supports AgentsYes
Supports FlowsYes
Async ActionNo
Keywordsplaybooks, close, manage

Request Parameters

FieldTypeLabelDescriptionRequired
PlaybookIdsList<Id>PlaybookIdsA list of playbook IDs to update. Each item in the list must be a valid playbook ID. The list must contain at least one playbook ID.Yes

Response Parameters

FieldTypeLabelDescriptionRequired
PlaybooksList<csc__Playbook__c>PlaybooksA list of the playbooks that have been closed.Yes
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