SECTIONSAgent Actions
Agent actions are single tasks that an agent can perform. Actions are grouped into topics to define a job that an agent performs. For more information, see the Salesforce Help.
CSC AI Agent Service includes the following custom actions.
| Action | Description | Topic |
|---|---|---|
| AI Find Summary Section | Finds the requested section of the previously generated AI summary to display to the user. The csag_Create_AI_Summary action must be called prior to this to ensure that the sections have been generated. | CS Activities Summary |
| Create Playbook Tasks | Creates playbook tasks based on task names and the parent record the playbook tasks are related to. | CS Task Management |
| Generate AI Customer Communication for Summary | Generates an AI customer communication for the summary provided. The csag_Create_AI_Summary action must be called prior to calling this action to get a summary as an input. | CS Activities Summary |
| Generate AI Executive Briefing | Generates an AI executive briefing from the csc__Activity__c records related to the record provided. | CS Activities Summary |
| Generate CS Activity AI Summary | Creates an AI summary generated from the csc__Activity__c records related to the record provided. | CS Activities Summary |
| Save CS Activity AI Summary | Saves a csc__Activity__c with the CS Summary activity type and the summary in the csc__Notes__c field. The activity will have a lookup to the provided record. The csag_Create_AI_Summary action must be called prior to this to get a summary as an input. When calling this action, the summary must be provided as generated, with no changes to any formatting. | CS Activities Summary |
| Update Playbooks | Updates the Playbooks with the new information. | CS Playbook Management |
| Update Playbook Tasks | Updates playbook tasks and playbook task assignments based on salesforce user or CS resource, start date, end date, note, status and parent record the playbook tasks are related to. | CS Playbook Task Management |
| View Playbooks | Displays a list of playbooks based on the start date, end date and what records the playbook is related to. | CS Playbook Management |
| View Playbook Tasks | Displays a list of playbook tasks based on the playbook task status, start date, end date, who the playbook task is assigned to and what records the playbook task is related to. | CS Playbook Task Management |