Certinia Estimate Creation Agent Overview

The Certinia Estimate Creation Agent is a conversational Veda Flex AI agent that helps you create Services Estimator estimates from Salesforce Opportunities.

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.

Core Capabilities

The Certinia Estimate Creation agent assists you with creating and building estimates by:

• Creating estimates linked to an Opportunity
• Reading Opportunity Line Items and recommending matching Estimate Products
• Creating Estimate Product Instances on the estimate based on your accepted recommendations
• Supporting primary and non-primary estimates, with confirmation before replacing an existing primary estimate
• Prompting you for values for additional required fields when your org has configured an Estimate Creation field set
• Adding one or more Estimate Products to an existing estimate from a conversation
• Presenting available Estimate Templates and configurable fields for each Estimate Product before adding
• Confirming additions before any records are created, with partial success if one product cannot be added
• Providing the name and record ID of each Estimate Product Instance added
• Notifying you of missing pricebook entries or upcoming currency conversions without blocking the addition

Estimate Product Recommendations

The agent recommends Estimate Products for each Opportunity Line Item based on historical usage data, prioritizing accurate matches so that a more popular but incorrect suggestion doesn't override the right one. Recommendations are ranked using the following data sources, in order of priority:

1. Account-scoped usage history — the Estimate Products most frequently used in past estimates for the same account
2. Org-wide usage history — the most frequently used Estimate Products across your org, when account history is limited
3. Cold start — when no usage history is available, the agent provides a list of available Estimate Products for you to review

When the agent's confidence in a recommendation is low, it presents the candidates for you to select from.

You can also ask the agent to recommend an Estimate Product for one specific Opportunity Line Item. An Opportunity is always required for context, but naming an Opportunity Line Item is optional — when you provide one, the agent limits its recommendation to that line item instead of every line item on the Opportunity. [TODO: confirm example chat wording for requesting a recommendation for a single Opportunity Line Item]

Interacting with the Agent

You can describe what you want to do using natural language, and the agent asks for any additional information it needs before taking action.

To start a conversation, open an agent chat from the Veda global action in the Salesforce header. If you have access to more than one agent in your org, select your agent from the picker. For more information about opening agent chat, the first-use disclaimer, and selecting an agent, see Using Agent Chat.

Adding Estimate Products to an Estimate

For step-by-step instructions on adding Estimate Products to an existing estimate using the Certinia Estimate Creation agent, see Adding Estimate Products to an Estimate.