You can ask Assistant to log activities to Salesforce. Try these example utterances to log an activity:
Format | Example |
Log a call for {contact_name} at {account_name} | Log a call for John Wilson at Globex |
Log a meeting for {contact_name} at {account_name} | Log a meeting for John Wilson at Globex |
- Enter "Log a call for {contact_name} at {account_name}"
- The assistant will prompt you to
- Enter a summary of the meeting or call
- Schedule a follow up reminder, using the "yes" or "no" buttons
- If you select "yes" the assistant will prompt you for when to schedule the follow up.
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