The Conga Sales Agent is an intelligent, conversational AI assistant embedded in the Salesforce platform as part of Conga CPQ. It allows sales representatives to perform quoting, pricing, product configuration, approval, and document generation tasks using natural language prompts instead of navigating traditional UI screens.

The agent understands the user's current Salesforce context (such as the opportunity or account being viewed) and automatically applies relevant defaults, permissions, and business rules to streamline operations.

Key Capabilities

The Conga Sales Agent supports the following functional areas:

• Quote Management: Create, retrieve, update, clone, search, compare, and reprice quotes through conversational commands. The agent respects administrator-configured field schemas, user permissions, record types, and status-based editability rules.
• Cart and Line Item Operations: Add products or favorites to a cart, view cart summaries, retrieve line item details, and update line item fields. The agent leverages administrator-defined display settings and flow-level configurations.
• Product and Favorites Catalog: Search for products and favorites available for quoting, view detailed product and favorite information, and compare multiple products or favorites side by side using admin-configured comparison settings.
• Approval Workflow: Preview required approvals before submission, submit quotes for approval, and finalize the cart when no approval is needed.
• Asset Management: Search for existing assets and renew assets based on asset end date and frequency.
• Document Generation: Generate quote documents by selecting from available templates and output formats.

How the Sales Agent Works:

The Sales Agent operates on an action-based architecture. Each capability is implemented as a discrete action that the agent invokes based on the user's natural language intent. For example:

• When a user says "Create a new quote for the ACME Q3 Renewal opportunity", the agent invokes the CreateQuote action, first calling GetQuoteSchema to determine required fields, then creating the quote with contextual defaults.
• When a user says "Compare Quotes Q-00000283 and Q-00000601", the agent invokes the CompareQuotes action to present a side-by-side analysis.
• When a user says "Reprice quote Q-456 with current rates", the agent invokes the RepriceQuote action to recalculate pricing using the latest rules and rates.

The agent automatically resolves Salesforce context (the opportunity, account, or quote being viewed), applies permission-based field filtering, and handles error scenarios such as records not found, insufficient access, or restricted operations.