Conga Sales Agent Action Reference
Quote Management Actions
| Action | Description | Sample Utterances |
|---|---|---|
| GetQuote | Retrieves the details of one or more quotes based on administrator-configured fields. Supports pulling data from child objects (line items, etc.) and handles errors for quote not found, no access, and missing information. |
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| CreateQuote | Creates a new quote record linked to an Opportunity or Account. Detects Salesforce context automatically, calls GetQuoteSchema to validate field requirements, applies contextual defaults, and maps natural language inputs to custom fields (e.g., "NET 60" → Payment_Terms__c). |
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| UpdateQuote | Updates one or more quote records. Relies on administrator-configured field lists and descriptions. Uses SFDC API or SOQL for retrieval. Handles errors for quote not found, no access, and not allowed scenarios. |
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| CloneQuote | Clones an existing quote with optional modifications. Supports cloning to a different opportunity or account. Uses administrator-configured field descriptions for intelligent mapping. |
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| GetQuoteSchema | Returns the field schema for creating or updating a quote. Respects user permissions, record types, quote status, and admin configurations. Returns up to 5 most relevant fields. Provides UI redirection when complexity exceeds chat capabilities. |
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| SearchQuote | Searches quote records using flexible criteria across quote fields, child objects, and related objects. Supports complex queries involving aggregation (counting, summing) on child objects. |
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| RepriceQuote | Recalculates quote pricing using current rules and rates to ensure the most current pricing, discounts, and promotions are applied. |
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| CompareQuotes | Analyzes differences between multiple quotes for pricing, products, and terms. Presents results in a tabular format with admin-configured comparison fields. |
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Cart and Line Item Actions
| Action | Description | Sample Utterances |
|---|---|---|
| AddProduct | Adds products to the cart associated with a quote. Uses other actions to identify the product. Handles errors gracefully. Does not include rule-based scenarios (covered by separate stories). |
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| AddFavoriteToCart | Adds favorites to the cart associated with a quote. Similar to AddProduct but operates on saved favorite configurations. |
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| GetCartSummary | Retrieves the summary of a cart including data from Cart, Line Item, Summary Group, Product Attribute, and child records. Display is controlled by administrator configuration. |
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| GetLineDetails | Retrieves line item details with searching and filtering support. Covers line item fields, attributes, child out-of-the-box records, and related custom records. |
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| UpdateLineItem | Updates line item field values. Respects configuration settings on permitted updates, controlled at the flow level. |
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Product and Favorites Catalog Actions
| Action | Description | Sample Utterances |
|---|---|---|
| SearchProducts | Searches for products addable to a quote. Handles context detection (quote, account, opportunity). Uses default price list settings when no quote context exists. |
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| SearchFavorites | Searches for favorites addable to a quote. Handles context detection and uses the most recent quote for account/opportunity when no direct quote context exists. |
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| GetProductDetails | Retrieves details of one or more products using admin-configured display settings and search. |
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| GetFavoriteDetails | Retrieves details of one or more favorites using admin-configured display settings and search. |
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| CompareProducts | Compares multiple products side by side using admin-configured comparison settings. |
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| CompareFavorites | Compares multiple favorites side by side using admin-configured comparison settings. |
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Approval and Finalization Actions
| Action | Description | Sample Utterances |
|---|---|---|
| PreviewApprovals | Allows the user to check whether approvals are required for a quote and understand what approvals are needed before finalizing. |
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| SubmitForApproval | Submits the quote for approval. If no approval is required, finalizes the cart directly. |
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| Finalize | Finalizes the cart. If approval is required, submits for approval first; otherwise finalizes directly. |
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Asset Management and Document Generation Actions
| Action | Description | Sample Utterances |
|---|---|---|
| SearchAssets | Searches for assets using concepts built for searching quotes and line items. |
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| RenewAssets | Renews assets based on asset end date and renewal frequency. |
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| GenerateDocument | Generates a quote document. Prompts the user to select a template and output format when multiple options are available. Collects all required parameters before generation. |
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GetQuoteSchema Action: Input or Output Reference
The GetQuoteSchema action is a foundational action called by other quote actions (CreateQuote, UpdateQuote) to validate field requirements.
| Parameter | Type | Required | Description |
|---|---|---|---|
| mode | String | Yes | "create" for new quote creation or "update" for existing quote modification. |
| quoteId | String | No | Salesforce ID of the existing quote (required when mode="update"). |
| recordTypeId | String | No | Salesforce record type ID. Auto-detected from context when not provided. |
| context | String | No | Additional context (e.g., "renewal flow", "enterprise", "standard"). |
| userId | String | No | Salesforce user ID for permission-based field filtering. Defaults to current user. |
| businessUnit | String | No | Business unit identifier for division-specific field requirements. |
| Field | Type | Description |
|---|---|---|
| mode | String | Echoes the requested operation mode ("create" or "update"). |
| quoteId | String | Salesforce ID of the quote (null for create operations). |
| chatCompatible | Boolean | Whether the operation can be completed through chat (true) or requires full UI (false). |
| redirectToFullUI | Boolean | Whether the user should be redirected to the full Salesforce quote form. |
| fullUIUrl | String | Deep link URL to the Salesforce quote form. Populated when redirectToFullUI=true. |
| fields | Array | Up to 5 field metadata objects with fieldName, label, type, required, editable, priority, picklistValues, validationRules, and currentValue. |
| additionalFieldsCount | Integer | Number of fields beyond the returned 5. |
| statusTransitions | Array | Available status transitions (fromStatus, toStatus, requiresApproval). Null for create mode. |
| permissionSummary | Object | User permissions: canCreate, canEdit, canDelete, restrictedFields. |
| validationSummary | Object | Validation requirements: requiredFieldsCount, customValidationRules, recordTypeRestrictions. |
| fieldSelectionReason | String | Explanation of why the specific 5 fields were selected. |
| configurationSource | Object | How field priority was determined (fieldSet, adminConfig, recordTypeConfig, userProfileConfig). |
| message | String | Human-readable explanation of schema results. |
| errorDetails | Object | Error information when schema retrieval fails (errorType, affectedOperation, suggestedAction). |
| cacheInfo | Object | Cache metadata (cacheHit, expirationTime, refreshAvailable). |
Common Error Scenarios
The following error scenarios are handled across all Sales Agent actions:
| Error | Description | Agent Behavior |
|---|---|---|
| Record Not Found | The specified quote, product, asset, or line item does not exist. | Returns an error message and suggests corrective action. |
| No Access | The user does not have Salesforce permissions to view or modify the record. | Returns an access denied message. |
| Not Allowed | The operation is restricted by status, validation rules, or business logic (e.g., editing an approved quote). | Explains the restriction and suggests alternatives (e.g., creating a new version). |
| Information Not Found | The requested information is not available through the agent. | Provides a direct link to the Salesforce record for full UI access. |
| Chat Complexity Exceeded | The operation requires more fields or interactions than chat supports. | Redirects user to the full Salesforce quote form via deep link. |