Set Up Global Actions to Launch AI Agents from the Sales Dashboard

Here's how to create smart actions that salespeople can use to launch AI Agents from the search bar in the sales dashboard.

Note: For information on how to create and publish AI agents see the topic Deploy Sales AI Agents using RAG tools.

1. Enter into a sandbox that's enabled for Application Composer.

2. In Application Composer, click Smart Actions, available under Common Setup heading.

3. On the Smart Actions page, click Create.

   Application Composer displays the Create Smart Action guided process in a new browser tab.

4. On the Kind of Action page:

   1. Click the Global action option to indicate that you're creating an action for the Sales Dashboard.

   2. Click Continue.

5. On the Basic Details page:

   1. In the Name field, enter a display name for the action.

   2. The Action ID field automatically generates a value based on your entry. You can update the ID with another unique value.

      This value must be unique across all smart actions.

   3. Click Continue.

6. On the Availability page:

   1. In the Application field, Sales is the only option and it's selected automatically. Global smart actions aren't available in Service.

   2. In the Role Filter field, you can select the roles that can view the action.

      If you don't select a role, then the action will be available to all roles.

   3. Click Continue.

7. On the Action Type page:

   1. In the Type field, select AI Agent.

   2. From the Agent Code list, select the published AI agent.

   3. Click Continue.

8. Leave the Confirmation Message page blank and click Continue.

9. On the Review and Submit page, review the action's configuration and click Submit when ready.