Avochato Agentforce Actions - Quickstart Guide
Install Avochato Agentforce Actions to enable your Salesforce AI Agents with SMS texting capabilities
Superpower your AI Agents in Salesforce with SMS texting using Avochato Agentforce Actions!
Follow along to get the package installed on your Salesforce org and how to enable your AI agents.
The Avochato Agentforce Actions package requires that the Avochato for Salesforce (Avo4SF) package is installed on your Salesforce org, and also has at least one active Avo4SF license. Click on the Avo4SF AppExchange listing to install that package, and setup instructions can be found here.
Before we begin, this article assumes that:
- You’re already familiar with Agentforce and have it enabled in your Salesforce org. Learn more about it here
- You’ll be using a Salesforce Administrator user to setup the AI Agent, and that you have all the correct permission set licenses and permission sets assigned to this Admin user and the AI Agent user.
Setting up an Agentforce agent is beyond the scope of this article, and you can read more about it in this Salesforce official doc.
I. Prepare org for Agentforce Action usage
Here’s a short checklist to confirm before setting up the Agentforce action:
- Ensure that you have the Avochato for Salesforce package installed on your org. You should be able to see “Avochato for Salesforce” it in the list of Installed Packages at Setup → Apps → Packaging → Installed Packages
- Ensure you have synced your Avochato API credentials to Salesforce.
- To check if the API credentials have already been synced to Salesforce, you can check Setup → Custom Code → Custom Metadata Types → Avochato Credentials → Manage Records. If you see a line item with the “Is Active” and “Is Default Credentials?” checkboxes both marked true, it usually means you’re all setup
- If you don’t see any API credentials listed there, then follow this guide on how to setup the data sync, as well as creating & syncing the API credentials.
II. Install the Agentforce Action
After confirming your Salesforce org has Avochato for Salesforce, install the Agentforce action using the appropriate link below:
While our parent package, Avochato for Salesforce, is an official AppExchange package, this Avochato Agentforce Action managed package is not officially confirmed on the AppExchange and has not passed the Security Review process yet. We always follow best security practices for developing all our products and are a SOC 2 Type II compliant company, but installation of this package is at your own risk
On the installation page, select “Install for All Users”, and mark the checkbox to acknowledge that this is an unofficial managed package and is not endorsed on the AppExchange.
After clicking install, it’ll take a minute or two to install the package:
III. Using the Avochato Agentforce Action
Within the Salesforce Setup page, go to Einstein → Einstein Generative AI → Agentforce Studio → Agentforce Agents, and select the Agent you’d like to enhance with Avochato texting capabilities:
Within the Agentforce Builder, you can either select an existing Topic to add the Avochato Send Message action to, or create your own Topic specifically for texting purposes. We’ll show you what a separate new Topic looks like.
A. Creating a new Topic
Click on the New → New Topic option:
Describe what you’d like the topic to do, and you can adjust it specifically for your use case. Let’s describe a topic that allows the customer to follow-up via SMS, to continue the conversation via SMS with an Avochato user (or Avochato AI Agent). Here’s the prompt:
Your job is to summarize the conversation thus far, in three bullet points or less, and send that summary through the Avochato “Send_SMS” action to the customer
This will auto-populate the topic with a Name, Classification, and Scope. Adjust the text that you see to fit your use case as you see fit
If you see an error message and it doesn’t automatically populate these fields for you, ensure that you have the “Prompt Template Builder” permission set license assigned to the current Salesforce user, as well as permission sets that give you access to configure the current AI Agent
It’ll also auto-create instructions for the AI agent. You can add other instructions, like to never reveal sensitive information, which phone number to use, etc:
Then add sample user input that should trigger this SMS action:
B. Assigning the Agentforce Avochato - Send Message action
Within the final topic wizard step, or if you’re configuring an existing Topic’s actions, select the appropriate actions you’d like the current topic to use, including the Agentforce Avochato - Send Message action:
Click Save! Now you can have a conversation in the Agentforce Builder side panel and see that your AI agent indeed can send an SMS message with the summary of the conversation so far:
IV. Advanced use cases
Avochato offers a number of power features, like templated messages, drip campaigns, surveys, and others. All of these can be leveraged within the Agentforce AI Agent when given the right instructions.
For example, if a customer just purchased a product via the Agentforce agent chat, you can send them the SMS drip campaign that you’ve already setup in Avochato to onboard them on how to make the most out of the product.
You can use the merge field text syntax like the following:
- $TEMPLATE_WELCOME
- $SURVEY_SDR_QUALIFY
- $CAMPAIGN_NPS_FOLLOW_UP
An instruction in the topic could look as follows (assuming you have a Product Onboarding Welcome campaign setup in Avochato):
When a customer finalizes a purchase, send them a message using the “Send_SMS” action with the message “$CAMPAIGN_PRODUCT_ONBOARDING_WELCOME”
V. Considerations
- Since Avochato Agentforce Actions package is a supplement to the existing Avochato for Salesforce package, you’ll need an active, paid subscription to Avochato for Salesforce.
- Log into the AppExchange and check your existing subscriptions to confirm that you have an active subscription to Avochato for Salesforce.
- While the Avochato Agentforce Actions package is a free add-on package, any fees associated with Avochato messaging still applies, including SMS & carrier fees, as well as any AvoAI usage.