Add Actions

Actions are how agents get things done. These are the tools the agent uses to do its job. Learn more about agent actions.

1. Open your newly created topic, go to Topic Details, and open the Topics’s Actions tab.

2. Click New → Create New Action. Enter action details.

   • Action Type: Flow.
   • Under Reference Action, select your flow: Document ID from Email.

3. Click Next.

4. Start to configure the agent action.

   • Agent Instructions: This action is used to identify the bank statement files associated with the contact as referred by the email address. Email address has to be given by the user.
   • Loading Text: Finding contact.

5. Under Inputs

   • Mark contact_email as Required input, and enter Instructions: “Ask user to enter the email address”.
   • Leave the other listed inputs as they are, or blank or as NA.

6. Under Outputs: Check the “Show in conversation” checkbox for all outputs.

7. Click Finish

1. Open your newly created topic, go to Topic Details and open the Topics’s Actions tab.

2. Click New and then Create New Action. Enter action details.

   • Action Type: Flow
   • Under Reference Action, select your flow: Bank Statement Extraction

3. Click Next.

4. Start to configure the agent action.

   • Agent Instructions: Copy the instructions below. Replace the Placeholder values with those you obtained in the prerequisite steps. See Prerequisite 1 - Create an External Client App and Prerequisite 2 - Retrieve Your Salesforce Domain URL.
   • Loading Text: Invoking Document AI.

1This is the action to invoke the document AI capability to extract the detailed information from the bank statements so that we can determine loan eligibility. Execute the Extract Bank Statement action with these parameters: Org_Domain: "https://Placeholder.my.salesforce.com" Client_Id: “Placeholder” Client_Secret: "Placeholder” Document_Type: “application/pdf” LLM_Model: "llmgateway__OpenAIGPT4Omni_08_06" ContentDocumentId: {get from previous action} IDPConfigId: “bank_stmt_analyzer” If Status = "Success", pass ExtractedDataJson to the analysis prompt 4. If Status = "Failed", show the ErrorMessage to the user

5. Click Finish.

Activate, Test and Configure Your Agent

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Build a Loan Prequalification Agent with Document AI

Before You Start

Step 1 - Create a Document AI Schema Config

Step 2 - Create Flow to Retrieve File ID from Email Address

Step 3 - Create Apex Class (Document AI API Wrapper)

Step 4 - Create Bank Statement Extraction Flow (Apex Wrapper)

Step 5 - Create the Loan Prequalification Employee Agent

Add Actions

Activate, Test and Configure Your Agent