How the action layer works

Reports answer the questions people think to ask, but someone still has to run them and decide what to do. This video opens the setup behind the series to show how Flow, Prompt Builder and Agentforce agents gather facts, write them up, and deliver results where people already work, with people making the decisions.

Overview

This is an architecture video for insurance agency leaders and Salesforce administrators. It explains the pattern behind the agents in this series rather than demonstrating one agent's workflow. The example is a large agency with two regions and fourteen offices, where leaders and producers each start the day from their own screen.

What you'll see

Shot as the Salesforce admin, with a sales leader and a producer, the video moves from setup to the screens people use. It opens the scheduled briefing flow, which runs early each morning in this demo for every producer and leader, then the prompt instructions in Prompt Builder, then the agents built in Agentforce and the list of jobs each one may do. It shows the agent roster, where each agent is written down with what it reads, what it writes and where a person has to click. It ends on a producer's home screen showing who to call today, why, and the button to act, and a renewal letter left as an unsent draft on her task.

How it works in Salesforce

There are three steps. On a schedule, Salesforce gathers and ranks the facts in Flow; anything that must be exact, such as totals, dates and progress against goal, is calculated there, not by the AI. Agentforce then writes the result in plain English from instructions kept in Prompt Builder. It is told to use only the facts it is given and never invent a figure, and the output is checked before anyone sees it. For questions asked in plain English, or a debrief after a meeting, agents built in Agentforce each have a short list of jobs and only the actions allowed for each. Every action is a step PS Advisory built and tested. Requests made in the Salesforce assistant run as the signed-in user, within that user's Salesforce access; scheduled agents run as a system job and assign their results to each record's owner. Flow, Prompt Builder and Agentforce are standard Salesforce; the flows, prompts and agents shown are PS Advisory configuration.

Where people stay in control

A debrief becomes proposed updates that apply only when the person clicks yes. Anything written for a client is a draft, and nothing goes out until a person clicks send.

Configured for your organization

PS Advisory provides this action layer and its agents as a foundation in its Agentforce for Insurance accelerator, so your team does not start from a blank org. Schedules, instructions and rules can be adjusted for your agency.

Live Salesforce screens and setup. Client data is simulated.