The actions bar sits under the record banner in the Sales Agent chat panel (salesagent). It runs ready-made AI tasks on the current record, such as next steps, an email draft or a meeting brief, without typing a question.
The actions bar#
On a record page, the bar contains:
| Button | What it does | Details |
|---|---|---|
| ◈ Actions ▾ | Opens a menu of custom actions your admin created for this object | See below |
| ▶ Next Steps | Suggests prioritised next steps, each with a one-click task | Next steps and tasks |
| ⊕ Web Check | Researches the company on the internet | Web Check and Company News |
| ✉ Draft Email | Writes a personalised outreach email | Draft and send an email |
| ◎ Company News | Finds recent news about the company | Web Check and Company News |
| ✉ Analyze Email | Analyses an email thread: sentiment, objections, suggested reply | Analyze an email |
| 📅 Meet Prep | Builds a meeting brief | Prepare for a meeting |
| Creates a PDF from one of your admin's templates. Shown only when templates exist for this object | PDF documents |
At the right end of the bar, the language selector (EN, PL, DE, FR, NL) sets the language of the action results. Web Check is the exception: it does not use the selector. See Languages.
The buttons are disabled while the agent is working on a request.
Custom actions#
Click ◈ Actions ▾ to open the menu. On a record, it is titled Custom actions and lists the prompts your admin set up for this object, for example "Qualify this lead" or "Summarise open issues". Click one to run it on the current record. The result appears in the chat like any other answer.
Some custom actions first collect related data from Salesforce. For those, the status line shows Collecting CRM data... before Thinking..., and they can take a little longer.
Your admin can also add a Summarize action to the menu. In the standard summary format, the result shows a quick assessment of the record and up to four cards: HIGHLIGHTS, MISSING INFO, RISKS and FIT SIGNALS. A card is left out when it has nothing in it.
Global actions#
When the Sales Agent is open without a record, for example on an app page or tab, or in the utility bar before you have opened a record, the built-in buttons are hidden because they need a record. (Once you open a record, the Sales Agent in the utility bar keeps that record until you open another one.) If your admin created global prompts, the bar shows only the ◈ Actions ▾ menu, titled Global actions, and the language selector. Global actions work on data your admin defined for them, not on a specific record.
Good to know#
- Actions only read the fields your admin enabled for AI Engine, and only data you can see.
- Your admin can change how a built-in action behaves, for example the tone of Draft Email. If an action's results look different from this article, that is usually why.
- To learn how admins create custom actions, see Prompt templates.
Troubleshooting#
- The menu says "No prompts configured for this object": your admin has not activated any custom action for this object.
- There is no actions bar when no record is open: your admin has not created any global actions. Open a record to use the built-in actions.
- The actions bar is missing on a record: the record is still loading (the banner shows ⟳ Loading...), or the object is not enabled for AI Engine (you see the Object not enabled for AI Agent banner). In the second case, ask your admin to add the object. See Agent Objects.
- "This prompt is not available on …": your admin has customised this action and limited it to other objects.