SECTIONSCertinia Estimation Agent Overview
The Certinia Estimation agent is a conversational Veda Flex AI agent that helps you create, update, delete, search for, and filter records on an estimate using natural language. The agent lets you manage estimate records directly from a conversation, without opening individual record pages in Salesforce.
Core Capabilities
The Certinia Estimation agent helps you manage and query estimate records. You can create, update, delete, search, and filter the following records, individually or several at once:
- Estimated expenses
- Estimate vendor line items
- Services products
- Estimate risks (the agent calculates the severity score automatically from likelihood and impact)
- Estimate contingency records
You can also search and filter the following records by resource role, billing type, amounts, hours, and dates:
- Role requests
- Line sets
- Estimate tasks
- Estimate pricing modifiers and estimate pricing modifier instances
- Estimate billing groups and estimate payment terms
- Estimates, including their financial details such as amount, cost, and margin
You can also ask the agent to move the dates on an estimate. The agent shifts the estimate's start and end dates and cascades the change to related records. Before you confirm, the agent shows you a preview of the impact.
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 Opening an Agent Chat.