AI Actions Overview

The AI Actions card groups the AI-powered actions you can run from an account record page. Rather than navigating to a separate tab or running an action from the Actions panel, you can launch an AI action in place, watch the run progress on the card, and review the resulting records without leaving the account view. Each action available in the card is shown as its own tile with a short description and a Run button.

Identify Expansion Opportunities

When you click Run in the Identify Expansion Opportunities section:

  1. The account's industry, annual revenue, and billing country are used to select the expansion opportunity-type CS policy that best matches the account.
  2. The products in the selected policy are evaluated against the account's data to identify potential cross-sell products.
  3. Expansion opportunity work suggestions are created in the Work Suggestions list for your review.

After expansion opportunities have been identified, the new work suggestions are displayed in the Work Suggestions list on the same account record page. You can then click Generate Expansion Opportunity on a suggestion to create the expansion opportunity record. In the footer, you can view how many expansion opportunity work suggestions exist for the account and when the most recent suggestion was created.

Notes:
  • To prevent duplicate requests, Run is unavailable when expansion opportunities are being identified
  • Each run uses the account context and the configured prompt template to produce work suggestions.
  • Identifying expansion opportunities uses a prompt template configuration set up by your administrator. The configuration defines the account data that AI evaluates when identifying products to suggest. By default the packaged configuration is used, but your administrator can clone and modify a configuration, and select which one the action uses.
  • Running AI actions that create or update records requires the same permissions as performing those actions manually. Without them, you might be unable to complete certain actions.

For more information, see Identifying Expansion Opportunities and Creating Expansion Opportunities.

Configuring the Identify Expansion Opportunities Action

If the AI Actions card is unavailable on account record pages, contact your administrator. Administrators can configure which prompt template configuration the action uses by editing the component properties in the Lightning App Builder. For more information about the available component properties, see AI Actions Lightning Component Properties.

For more information about setting up the action, see Setting up the Identify Expansion Opportunities Action.