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Prompts

Exercise 3 Prompts

  1. Add this text to the first Instruction box:

    Use the Create Oppty for Account action if the user asks to create an
    opportunity. If unsure about which account or which product to use, ask the user
    to specify.
  2. Add this text to the second Instruction box:

    If Edition is mentioned during a lookup, this is always referring either to a
    Product or to an Asset.
  3. Type into the Conversation Preview window:

    Show me the top three accounts in the communications vertical with the highest
    utilization rate.
  4. Next, tell Agentforce to:

    Create an opportunity for SignalForge for the Enterprise Edition product.

Exercise 4 Prompts

  1. Type this into the Describe your segment window:
Users on a starter edition Welo instance that have visited the website in the
past 90 days.

Exercise 5 Prompts

  1. Ask the agent to create a new marketing campaign using the following prompt:

    Create a marketing campaign to encourage freemium edition users to upgrade to
    the team edition product.

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