Agent Summary | Salesforce Agent Features

Agent Summary Dashboard

Monitor your Salesforce Agent’s activity in real time with the Agent Summary dashboard. Get clear insights into conversations, user interactions, and action outcomes—so you can measure impact and optimize performance.

Action Details

Stay in control of your Salesforce Agent with a clear overview of every action you’ve created. From this details menu, you can review existing actions, add new ones, and easily identify custom-object actions with labeled badges.

Knowledge Details

Keep your Salesforce Agent’s knowledge base up to date with ease. From the Knowledge details menu, you can view all previously added Salesforce Knowledge articles, add new ones, and enrich your agent with multiple types of knowledge sources like links, files, or Q&A entries.