csag_ActionGenerateStratNextSteps
Generates a strategic plan for the account spanning the next 30, 60, and 90 days from Risks and Blockers and Expansion Opportunities previously generated in the current chat.
| Property | Value |
|---|
| Label | Generate Strategic Plan |
| Category | Account Summarization |
| Since | Summer 2026 |
| Read-only | Yes |
| Supports Agents | Yes |
| Supports Flows | Yes |
| Async Action | No |
| Keywords | strategic plan, ai, account, strategic, next steps |
Request Parameters
| Field | Type | Label | Description | Required |
|---|
RecordId | Id | Record Id | The ID of the account record associated with the strategic plan. | Yes |
RisksAndBlockers | String | Risks & Blockers | The Risks & Blockers section generated earlier in this chat for the account. At least one of Risks & Blockers or Expansion Opportunities must be supplied; the action errors when both are blank. | No |
ExpansionOpportunities | String | Expansion Opportunities | The Expansion Opportunities section generated earlier in this chat for the account. At least one of Risks & Blockers or Expansion Opportunities must be supplied; the action errors when both are blank. | No |
Response Parameters
| Field | Type | Label | Description | Required |
|---|
StrategicNextSteps | String | Strategic Plan | A strategic plan for the provided account record. | Yes |
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