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0:08
Hello everyone. In this video we are
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going to see how to configure
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recommendations in Salesforce agent
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force employee agent.
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Recommendations
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can be configured
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if you are using agent script and uh we
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can easily
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um add some sample prompts or or we can
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also
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select a dynamic option so that the
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prompts will be dynamically generated
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based on the current user.
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Lightning record page context. For
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example, if I am a service rep and then
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if I am on the case um record then it
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will show prompts like uh would you like
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to summarize this case? Would you like
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to email uh um
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um the the case contact email? um or uh
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um do you want to troubleshoot and debug
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this case like that it will show u
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dynamic prompts. If you wanted to set
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some uh static prompts then the users
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will will be able to see those static
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prompts whenever they try to access the
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employee agent force agent and then it
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will help them getting started with the
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employee agent force agent.
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I'm using agent script. So definitely
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it's new Salesforce agent force builder
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not the legacy or the old agent force uh
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builder.
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Let's see a quick demo and then we will
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see how to configure that in the new
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agent force builder.
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I am on my service console application.
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I used this agent force icon and then I
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accessed my employee agent. Here I can
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see three static uh prompts
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create task and event create task
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or create event. So if I select create
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task then it will try to create the task
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record.
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So
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it was able to create the task record.
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It is asking me whether I wanted to pass
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additional information like due date or
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any other information like a description
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of the task. If I if I give those
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information it will try to update the uh
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task record.
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So in order to achieve that go to agent
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force uh studio application select the
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employee agent uh force a agent you will
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be able to see that in your new builder
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under system messages. If you scroll
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down
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you will be able to see conversation
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recommendations section here. Make sure
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recommendations after agent responses is
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enabled. Once that is enabled,
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you can enable recommendations on
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welcome screen. Once that is enabled and
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you will be able to select static or
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dynamic for type of welcome screen
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recommendations. I have selected static.
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So minimum we have to add three and
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maximum we will be able to add 50 sorry
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20.
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The character limitation is 5 to 50
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characters.
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So each prompt cannot be more than 50
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characters.
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So this is in the preview um or the
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canvas uh um window. If you select uh
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script mode then under system
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you will see instructions messages
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under messages you will see welcome and
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error messages and under the system you
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can configure recommended prompts.
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So this is how you will be configuring
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if you are directly coding the
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agent script instead of making use of
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the canvas view.
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When you are on the canvas view you will
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be able to see add prompt and then you
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will be able to add multiple prompts.
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Since it is active agent force agent I'm
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not able to click plus add prompt. But
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if I select a draft version
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then I will be able to add it.
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Please check the video description. In
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the video description I have shared my
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blog post. From the blog post you will
5:18
be able to get all the steps what we
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discussed in this video for your
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reference.
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I hope it was helpful.
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Thank you for watching.
#Science