Conga Sales Agent Topics and Actions
Quote Management
The Quote Management topic enables Conga Sales Agent to create, update, clone, search, reprice, compare, and generate documents for Conga CPQ quotes and proposals. The following table describes the actions available under the Quote Management topic.
| Action | Prerequisites | Configuration Setup | Sample Prompts |
|---|---|---|---|
| Create Proposal/Quote | Customize the CreateProposalForAgentforce field set
on the Quote/Proposal object to define the fields required for quote
creation. | The CreateProposalForAgentforce field set is
created by default on the Quote/Proposal object. Edit the fields as
needed. |
|
| Clone Quote | NA | NA |
With a quote in context:
Without a quote in context:
|
| Update Proposal/Quote | Create a context variable named Quoteupdate and
map it to the output of the GetQuoteFieldDetailsForUpdate
action and to the metadata input variable of the Update
Proposal/Quote action. | Map the Quoteupdate context variable in the output
of the GetQuoteFieldDetailsForUpdate action and in the
metadata input of the Update Quote action. |
|
| Search Proposals/Quotes |
| The SearchProposalForAgentforce field set is
created by default on the Quote/Proposal object. Modify the fields as
needed. |
|
| Reprice Quote | NA | NA |
|
| Compare Quotes | Configure the APTS_QuoteCompareMetadata admin
record with the quote object API name, the fields to compare, and the
line item object API name and its fields. | Admin setting: APTS_QuoteCompareMetadata |
|
| Generate Proposal Document |
| Navigate to Agentforce Custom Properties and set Default Template Name for DocGen to the required template name. |
|
Catalog Management
The Catalog Management topic enables Conga Sales Agent to retrieve product details, add products to the cart, and compare products. The following table describes the actions available under the Catalog Management topic.
| Action | Prerequisites | Configuration Setup | Sample Prompts |
|---|---|---|---|
| Get Product Details |
| NA |
|
| Add Products to Cart | NA | NA |
|
| Compare Product | Ensure that the products being compared have their feature sets and feature values populated for an accurate comparison. If no features are available, the agent displays the message: "No features are available to compare." | Ensure that the products being compared have their feature sets and feature values populated. |
|
Cart Management
The Cart Management topic enables Conga Sales Agent to retrieve cart summaries, finalize carts, search and add favorites, compare favorites, and view or update cart line items. The following table describes the actions available under the Cart Management topic.
| Action | Prerequisites | Configuration Setup | Sample Prompts |
|---|---|---|---|
| Get Cart Summary | Create an admin record named
GetCartSummaryForAgentForce and populate its
Code field with the required JSON configuration that
specifies the cart object, its fields, and child relationship
fields. | Admin setting:
GetCartSummaryForAgentForce |
With a quote in context:
Without a quote in context:
|
| Finalize Cart | The cart must be in New or Saved status. | NA |
|
| Search Favourites | A field set named
SearchFavouritesForAgentForce must be created on the
Favorite Configuration object with the fields to display in the agent
window. If no fields are configured in the field set, the agent
returns only the names of the favorite configurations. | NA |
|
| Add Favourites to Cart |
| NA |
|
| Compare Favorites | NA | Admin setting:
APTS_CompareFavoritesForAgentforce. Configure this
admin record with the cart object API name, its fields, and the line
item child relationship fields. |
|
| Update Line Item | Create a context variable named
LineItemUpdate and map it to the output of the
GetLineItemObjectDetails action and to the
metadata input variable of the Update Line Item
action. | Map the LineItemUpdate context variable in the
output of the GetLineItemObjectDetails action and in
the metadata input of the Update Line Item
action. |
|
| Get LineItem Object Details | Configure the GetLineItemsForAgentForce admin
property with the line item object name, the fields to retrieve, and
child relationship fields such as product attribute values and
adjustment line items. | Admin setting name:
GetLineItemsForAgentForce |
|
Asset Management
The Asset Management topic enables Conga Sales Agent to search for assets and initiate asset renewals. The following table describes the actions available under the Asset Management topic.
| Action | Prerequisites | Configuration Setup | Sample Prompts |
|---|---|---|---|
| Search Asset | NA | NA |
|
| Renew Assets | NA | NA |
|