Customer Success Cloud AI Agent Invocable Action Reference

csag_ActionGenerateImmediateActions

Generates the immediate actions for a specific account record.

PropertyValue
LabelGenerate Immediate Actions
CategoryAccount Summarization
SinceSpring 2026
Read-onlyYes
Supports AgentsYes
Supports FlowsYes
Async ActionNo
Keywordsimmediate actions, ai, account, actions, next steps

Request Parameters

FieldTypeLabelDescriptionRequired
RecordIdIdRecord IdID of the account record to generate the immediate actions for.Yes

Response Parameters

FieldTypeLabelDescriptionRequired
ImmediateActionsStringImmediate ActionsThe immediate actions for the provided account record.Yes
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