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Use suggested actions in the agent feed (Preview)

[This article is prerelease documentation and is subject to change.]

Suggested actions let users focus on what matters most by showing intelligent, context-aware recommendations for high-value records. These actions are defined by makers and automatically appear when you go to an applicable record in a model-driven app.

Prerequisites

Important

  • This is a preview feature.
  • Preview features aren't meant for production use and might have restricted functionality. These features are subject to supplemental terms of use and are available before an official release, letting customers get early access and provide feedback.
  • This feature is gradually rolling out across regions and might not yet be available in your region.
  • This feature is available only in English.

How suggested actions work

Suggested actions are evaluated when a form loads. If the system determines that a configured action is relevant, it appears in the agent feed. Screenshot of suggested actions in the agent feed.

Suggested actions are only recommendations, and they don't perform tasks for you. Instead, they highlight actions you might want to take based on maker configurations, the current record’s data, and your past behavior. Suggested actions must be performed by the user.

Select a previously generated suggested action to automatically navigate back to the associated record if you have navigated away from it.

Note

Filter the agent feed to show only suggested actions to make it easier to focus on them.

Filtering suggested actions

Here is an annotated example of a suggested action: Suggested actions card Legend

  1. Title describing the task
  2. Timestamp
  3. Mark as complete button
  4. Dismiss button
  5. Rationale explaining why the action is suggested
  6. Name of the table's suggested action agent

Interacting with suggested actions

You can interact with suggested actions in two ways:

  • Mark as complete: Use this when you have manually completed the suggested task. Mark an action as complete
  • Dismiss: Use this when the suggestion isn't relevant to your current workflow. Dismiss an action

Important

Completing or dismissing an action helps improve future suggestions. The system uses this feedback to learn which actions are helpful and when they should be shown. Also note that once you complete or dismiss an action, you can't undo it.

After interacting with a suggested action:

  • Completed actions move from the To do section of the feed to the Other section of the feed, but clicking it still navigates you to the associated record.
  • Dismissed actions are removed from the feed and won't reappear unless the system re-evaluates and determines they're still relevant.
  • Actions expire if they aren't interacted with after two days and are then removed from the feed.

Example workflow

A typical interaction with a suggested action look like this:

  1. Navigate to a record: Open a record from a table with suggested actions configured in a model-driven app. This triggers the system to evaluate whether any suggested actions apply.
  2. Review the suggested action: A suggested action appears in the agent feed. Decide if it's something you should act on.
  3. Take action manually: Complete the task manually. For example, update a field, send an email, or approve a request.
  4. Mark the action as complete: After manually finishing the task, return to the agent feed and mark the action as complete.
  5. Or dismiss it: If the action isn’t relevant and you decide not to do the task, dismiss it.

How suggested actions differ from agent activity

  • Suggested actions help reduce the mental effort of deciding what to do next. They guide you toward high-impact tasks based on context and history.
  • Agent activity is for supervising work that autonomous agents do on your behalf.

Both features are part of the agent feed because they contribute to the same goal of surfacing the most relevant tasks for your job.

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