GoMeddo Agentforce topics
Agentforce Topics
GoMeddo Agentforce is an AI agent assistant that helps simplify and optimize the scheduling experience within Salesforce. It uses conversational AI to understand user requests and connect them with real-time GoMeddo availability. This documentation page outlines some of the key topics Agentforce can handle.
A core feature of GoMeddo Agentforce is that its topics are built as flexible templates. This means you can use them right out of the box, or you can easily customize them to fit your unique business needs. You have the flexibility to tweak the instructions, add new functionalities, or modify the existing logic to align with your specific workflows and use cases.
1. Check Availability and Make a Booking
This feature allows users to quickly find available timeslots for a specific resource and staff member and then create a booking. GoMeddo checks availability the schedule and presents the user with suitable options.
How It Works:
User Input: The user specifies the type of appointment and the location and the desired time frame.
Real-Time Availability: Agentforce uses GoMeddo's real-time availability data to ensure the suggested timeslots are accurate and prevent double bookings.
Timeslot Options: The available timeslots are presented to the user in a clear, easy-to-read format.
Booking Creation: Once a timeslot is selected, Agentforce can initiate the booking process within GoMeddo, creating a new reservation record in Salesforce.
2. Write Conflict Rule Formulas
GoMeddo and this Agentforce topic can assist in creating and managing conflict rules, which are essential for preventing double bookings or other scheduling issues. Users can provide input, and Agentforce will generate the appropriate formula.
How It Works:
User Input: The user describes a conflict scenario in natural language (e.g., "A meeting room can't be booked by more than 10 people").
Conflict Rule Generation: Agentforce translates the user's request into a valid conflict rule formula that GoMeddo can use. This eliminates the need for manual formula writing and reduces the chance of errors.
Formula Application: The generated formula can be applied to your GoMeddo setup to automatically enforce the desired booking restrictions.
Examples: For a complete list of operators, functions, and example formulas, refer to the Conflict Rules and Example Conflict Rules pages.
For a comprehensive guide on conflict rules and how they work within GoMeddo, please see the Conflict Rules documentation.
3. Check Occupancy
This topic covers Agentforce ability to monitor and report on the occupancy data GoMeddo supplies, of a specific location or floor. It provides a percentage-based occupancy rate and can offer insights into the data.
How It Works:
Data Aggregation: GoMeddo gathers booking data for a specified location or floor (e.g., all desks on the 3rd floor).
Percentage Calculation: It calculates the current or average occupancy percentage based on the number of booked resources versus the total available resources.
Reasoning and Insights: Agentforce can go beyond just providing a number. It can "reason" over the data, providing insights such as "The 3rd floor is at 80% occupancy, which is higher than the weekly average." This helps in making informed decisions about space utilization.