Note: Requires Agentforce, Omnito Package 23.7 or Higher, Omnito Agentforce Extension Package, and a Follow Up Assistant or Assistant Suite License.
What it does:
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Automates post-meeting follow-ups with participants.
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Sends summaries, action items, or thank-you emails.
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Saves time and ensures consistent communication.
How to use it:
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After a meeting ask Agentforce to send a follow up to the participant.
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Customize the message if needed.
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Send it directly to participants via email.
Key Features:
✔ Customizable messaging
✔ Logs sent follow-ups in Salesforce