Launch agents from more custom button locations and attach files in Ask Zia

Launch agents from more custom button locations and attach files in Ask Zia

Hello all,

Your agents now meet your team where the work happens. You can add agents to custom buttons in list views, create and edit pages, and related lists, so users launch them without leaving the page they’re on.


 

What’s new 

  1. Agents in more custom button locations: Add a custom button that launches an agent in these places: 
    1. In List: Mass Action and Util menu 
    2. In Record: Create, Clone and Edit pages 
    3. In Related list
  2. Attachments in Agents tab: Use the attach icon in the Agents tab chat input bar to add files to your prompt.
  3. Agent responses in Zia notifications: Get notified when an agent’s response is ready.
 
Let's look at them in detail.

Agents in more locations

You can now run your agent from a custom button in more places across several pages. puts an agent at the exact moment a record starts. Users shouldn’t have to leave their work to find an agent. A button in a related list brings it into the context of the record. A button in the Mass Action or Util menu makes it part of everyday list management. 
 
Here is how to use them.

In a record 

Agents already work from custom buttons on the Detail page, so you can now run agents across the full record workflow. 
 
Create/Clone: Use the button when you want the agent’s help while you enter details for a new or cloned record, before you save it. For example, a sales rep creating a lead runs an agent that assists you to fill in the industry and company size from the company name.
Edit: Use the button when you want the agent’s help while you update an existing record, before you save your changes. For example, a sales rep updating a deal runs an agent that reviews the deal’s notes and recent emails. The agent suggests changes, such as a new stage or close date, or validates the values the rep has already entered.

In a list 

Run an agent from the list view without opening individual records. 
  1. Util menu: Use the button for work that applies to the whole custom view you’re in, not to specific records. For example, a sales manager opens the Closing This Month custom view in Deals and runs an agent that summarizes the deals in that view and flags the ones at risk.
  2. Each record: Use the button to run the agent on a single record straight from the list. For example, a rep scanning the leads list runs Lead Prioritizer on one lead to see its priority and a suggested next step, without opening the record.
  3. Mass Action menu: Select multiple records, then use the button to run the agent on all of them at once. For example, a marketing manager selects 5 new leads and runs an agent that assigns each one to the right owner by region.


Run an agent on related records without leaving the parent record. CRM lists all the related modules, and you choose the module you want. When you select records in that related module, the agent button appears.

Attachments in Agent Switcher

You can now attach files to your prompt in Agents tab's Agent Switcher for custom agents, so your agent works with the documents and images you already have. 
 
For example, a sales rep closes a renewal and attaches the signed contract (PDF) as input. The rep asks the agent to update the deal. The agent reads the contract, fills in the renewal date and amount on the deal, and moves it to Closed Won, so the rep skips the manual data entry.


Notes
Note
  1. Attach up to 3 files per prompt.
  2. Use PNG, JPG, JPEG, WebP, PDF, or DOCX files.
  3. You can click on the thumbnails in the input bar to preview images. You can also remove any attachment before you send the prompt.
  4. If you attach an image to an agent that doesn’t have vision capabilities enabled, the system shows an error message.
  5. Agent responses in Zia notifications

When an agent takes longer to respond, click Notify me when ready and keep working. Zia notifies you when the response is ready. Click View Response to open the record the agent worked on in a new tab.

 

That is all about the enhancements. Feel free to reach out to the POCs for queries. Stay tuned for more updates. 
 
Help resources: 

Info
Availability
  1. DC: US, IN, EU, AU ,CN
  2. Editions: Standard & above
  3. Release status: This enhancement is released to all customers of the mentioned DCs.

Regards,
Fiona