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 |
|---|---|---|
| Find AI 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 Operations |
| Assign Playbook Tasks | Assigns one or more resources to a playbook task, adding any that are missing and removing any that are no longer listed. | CS Operations |
| Close Playbooks and Playbook Tasks | Closes the playbook and any playbook tasks related to it. | CS Operations |
| Create CS Activity | Creates a CS activity for the provided account, using a summary and optional notes, activity date, and activity type. | CS Activity Intelligence |
| Create Expansion Opportunity | Creates an expansion opportunity record for an account, either from an expansion opportunity the agent suggested or from a name and description provided for a new one. | CS Account Intelligence |
| Create Playbook Tasks | Creates playbook tasks based on task names, start date, end date, note, status, resource role, and the parent record the playbook tasks are related to. | CS Operations |
| Generate AI Account Summary | Generates an AI summary of a specific account record. | CS Account Intelligence |
| Generate Account Highlights |
Generates the key metric highlights for a specific account record. |
CS Account Intelligence |
| Generate AI Customer Communication from 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 Operations |
| Generate AI Executive Briefing | Generates an AI executive briefing from the csc__Activity__c records related to the record provided. | CS Account Intelligence |
| Generate Business Review Agenda | Generates a business review meeting agenda from a previously generated business review summary. | CS Account Intelligence |
| Generate Business Review Summary | Generates a business review AI summary for a specific account record. | CS Account Intelligence |
| Generate CS Activity AI Summary | Creates an AI summary generated from the csc__Activity__c records related to the record provided. | CS Operations |
| Generate Executive Summary |
Generates an executive summary from previous responses for a specific account record. |
CS Account Intelligence |
| Generate Expansion Opportunities |
Generates the suggested expansion opportunities for a specific account record. |
CS Account Intelligence |
| Generate Immediate Actions |
Generates the immediate actions for a specific account record. |
CS Account Intelligence |
| Generate Key Stakeholders |
Generates the key stakeholders for a specific account record. |
CS Account Intelligence |
| Generate KPI Progress |
Generates the KPI progress for a specific account record. |
CS Account Intelligence |
| Generate Playbook AI Closing Summary | Generates an AI playbook closing summary for the provided playbook record. | CS Operations |
| Generate Playbook AI Summary | Generates a summary of the provided playbook record. | CS Operations |
| Generate Relational Health |
Generates the relational health for a specific account record. |
CS Account Intelligence |
| Generate Risks and Blockers |
Generates the risks and blockers for a specific account record. |
CS Account Intelligence |
| Generate Strategic Plan |
Generates a strategic plan of next steps from risks and blockers and expansion opportunities previously generated in the chat for a specific account record. |
CS Account Intelligence |
| Generate Strategic Value Achievements |
Generates the strategic value achievements for a specific account record. |
CS Account Intelligence |
| Save Account Summary | Saves an account summary, or an individual section such as the executive summary, generated during the conversation as an AI Summary record related to the account. | CS Account Intelligence |
| 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 Operations |
| Update Playbooks | Updates the Playbooks with the new information. | CS Operations |
| Update Playbook Tasks | Updates playbook tasks based on resource role, start date, end date, note, status, and the parent record the playbook tasks are related to. To assign resources to a playbook task, use the Assign Playbook Tasks action. | CS Activity Intelligence, CS Operations |
| View Playbooks | Displays a list of playbooks based on the start date, end date and what records the playbook is related to. | CS Operations |
| 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 Activity Intelligence, CS Operations |