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Prompts
Exercise 3 Prompts
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.
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.
Type into the Conversation Preview window:
Show me the top three accounts in the communications vertical with the highest utilization rate.
Next, tell Agentforce to:
Create an opportunity for SignalForge for the Enterprise Edition product.
Exercise 4 Prompts
- 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
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.