Universal Containers (UC) wants to enable its sales reps to explore opportunities that are similar to previously won opportunities by entering the utterance, "Show me other opportunities like this one

The correct answer is A. Use the standard Agent action.. Universal Containers can achieve the request to explore similar opportunities by using the standard Copilot action. Agent has built-in actions to handle natural language queries, such as "Show me other opportunities like this one." The standard action will process the query and r

AI Features for Service (e.g., Einstein Bots, Next Best Action)

Question

Universal Containers (UC) wants to enable its sales reps to explore opportunities that are similar to previously won opportunities by entering the utterance, "Show me other opportunities like this one." How should UC achieve this with Agents?

Options

AUse the standard Agent action.
BCreate a custom Agent action calling a flow.
CCreate a custom Agent action calling an Apex class.

How the community answered

(34 responses)

A
88% (30)
B
9% (3)
C
3% (1)

Explanation

Universal Containers can achieve the request to explore similar opportunities by using the standard Copilot action. Agent has built-in actions to handle natural language queries, such as "Show me other opportunities like this one." The standard action will process the query and return results based on predefined matching criteria like opportunity details and past Closed Won deals. This approach avoids the need to create custom flows or Apex classes, leveraging out-of-the-box

Topics

#Salesforce AI Agents#Standard Agent Actions#Opportunity Exploration#AI Features

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