Using Agentforce to Populate an Insight Map

Need some assistance with unearthing insights and adding them to your insight map? Agentforce, Salesforce's AI tool is on hand to identify goals, pressures and so on, and save them to your map.

Note: this option is only available if your administrator has installed Altify's MaxAI extension package. Speak to your admin for further information.

1. Click the Agentforce icon to access the tool.

2. In the Agentforce panel, enter and send a request () such as the following, specifying the account/opportunity that you require help with:

   'Help me populate the Altify insight map for the [account/opportunity name] account/opportunity'

   Below is an example of Agentforce responding to a request.

   

   The insights are automatically added to your map (refresh the screen to view them).

Note: the above is based on the default behavior of the MaxAI package. However this behavior can be customized by your administrator.