Quote Agent Overview
Quote Agent is an AI-powered assistant, built on Salesforce Agentforce, that enables sales representatives to automate common Conga CPQ tasks using natural language prompts directly within Salesforce Lightning Experience.
Quote Agent is created using the Agentforce Employee Agent template in Salesforce and is configured specifically for Conga CPQ workflows. It uses a large language model (LLM) and an AI reasoning engine to interpret what a sales representative asks for, determine the appropriate topic and action to invoke, and return an accurate response all within a conversational interface. Sales representatives interact with Quote Agent using everyday language rather than navigating multiple Salesforce pages, which reduces manual effort and keeps them focused on selling.
Salesforce administrators configure and activate Quote Agent through Agentforce Builder in Salesforce Setup. Administrators control which topics and actions are available to the agent, define the agent's behavior through system messages and instructions, and manage user access through permission sets.
How Quote Agent Works
When a sales representative enters a prompt in the Quote Agent conversation window, the Agentforce reasoning engine processes the request through the following sequence.
- The reasoning engine analyzes the natural language prompt and identifies the user's intent.
- Based on the intent, the reasoning engine selects the most relevant topic from the topics assigned to Quote Agent.
- Within the selected topic, the reasoning engine determines which action to invoke, using the topic's classification description, scope, and instructions as guardrails.
- The action retrieves or updates the relevant Conga CPQ data such as a quote record, product details, or cart line items and returns the result to the conversation window.
Administrators can use the Plan Tracer in Agentforce Builder to review the reasoning steps that Quote Agent performs for any given prompt. This helps identify unexpected behavior and refine topic instructions iteratively.
Quote Agent Topics and Actions
Quote Agent is organized into four topics. Each topic groups a set of related actions that cover a specific area of the Conga CPQ workflow. The following table describes each topic and the actions it contains.
| Topic | Description | Actions |
|---|---|---|
| Quote Management | Enables sales representatives to create, manage, and process Conga CPQ quotes and proposals throughout the sales cycle. |
|
| Catalog Management | Enables sales representatives to search and compare products in the Conga CPQ product catalog and add them to a cart. |
|
| Cart Management | Enables sales representatives to view and manage the CPQ cart, including line items, favorites, and cart finalization. |
|
| Asset Management | Enables sales representatives to search for installed assets and initiate asset renewals. |
|
For the prerequisites, configuration requirements, and sample prompts for each action, see Conga Sales Agent Topics and Actions.
Accessing Quote Agent
Sales representatives access Quote Agent through the Agentforce icon in the upper-right corner of Salesforce Lightning Experience. Clicking the icon opens the Quote Agent conversation window, where representatives enter prompts and receive responses. If your organization has multiple active employee agents, a drop-down arrow appears in the conversation window to let the user select the appropriate agent.
Access to Quote Agent is controlled by permission sets that the Salesforce administrator assigns to individual users or groups. Users who do not have the appropriate permission set cannot see or use the agent, even if it is active in the org.
Related Information
Use the following topics to set up and manage Quote Agent in your Salesforce org.