Agent Action
Draft Or Revise Sales Emails

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Agent Action (Copilot) - Draft or Revise Sales Email creates or revises a draft of a sales email to a contact or lead based on the user’s request and available email types. Email drafts include a recipient, subject, and email body. Email drafts can be sent through the Salesforce email composer or copied to another email client.

For example, “Send an email to Liam Reynolds to continue the conversation from earlier this month. Ask to schedule a 45-min conversation about AI models, including lead scoring and next best product.”