Agents in AI Connector

Note:

This feature is part of the Certinia Early Adopter Program. This program is only available to a limited number of customers. For more information, contact your Certinia Account Team.

The agents available to you depend on the custom permissions your administrator has granted you. For more information, see Granting Access to an Agent.

This table shows the agents available in AI Connector.

Agents Available in AI Connector

Cloud	Agent	Description	Further Information
Customer Success Cloud	Certinia Customer Success Agent	Helps you streamline customer success tasks, such as managing playbooks, generating AI summaries, and assigning playbook tasks.	Certinia Customer Success Agent Overview
Professional Services Cloud	Certinia Estimate Creation Agent	Helps you create Services Estimator estimates from Salesforce opportunities.	Certinia Estimate Creation Agent Overview
	Certinia Estimation Agent	Helps you create, update, delete, search for, and filter records on an estimate.	Certinia Estimation Agent Overview
	Certinia Resourcing Agent	Helps you manage resource assignments.	Certinia Resourcing Agent Overview
	Certinia Services Delivery Agent	Helps you manage RAID items, view and update project status, and assess the impact of changes and risks on PSA projects.	Certinia Services Delivery Agent Overview