Note: Requires Agentforce, Omnito Package 23.7 or Higher, Omnito Agentforce Extension Package, and a Pre Call Assistant or Assistant Suite License.
What it does:
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Helps agents create a structured plan before a meeting.
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Provides prompts for agenda items, objectives, and key discussion points.
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Ensures productive and well-organized meetings.
How to use it:
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Open your Agentforce assistant.
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Ask it to give you a pre call plan for a specific Omnito meeting. You can also ask it to let you know what meetings you do not have a pre call plan for.
Benefits:
✔ Reduces meeting prep time
✔ Keeps discussions focused