Quoting Skill Administration
Quoting Skill 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.
Quoting Skill 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 subagent and action to invoke, and return an accurate response all within a conversational interface. Sales representatives interact with Quoting Skill using everyday language rather than navigating multiple Salesforce pages, which reduces manual effort and keeps them focused on selling.
Salesforce administrators configure and activate Quoting Skill through Agentforce Builder in Salesforce Setup. Administrators control which subagents 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 Quoting Skill Works
When a sales representative enters a prompt in the Quoting Skill 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 subagent assigned to Quoting Skill.
- Within the selected subagent, the reasoning engine determines which action to invoke, using the subagent'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 Quoting Skill performs for any given prompt.
Quoting Skill's Subagents and Actions
Quoting Skill is organized into one subagent. Each subagent groups a set of related actions that cover a specific area of the Conga CPQ workflow. The following table describes subagent and the actions it contains.
| Subagent | Description | Actions |
|---|---|---|
| Quote Management | Enables sales representatives to:
|
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For the prerequisites, configuration requirements, and sample prompts for each action, see Quoting Skill Subagent and Actions.
Accessing Quoting Skill
Sales representatives access Quoting Skill through the Agentforce icon in the upper-right corner of the 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 Quoting Skill 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 Quoting Skill in your Salesforce org.