Installation Guide

Enabling Permissions

  1. Assign the following permission sets for your user profile:

    • Access Smart Order Assistant

    • Manage Smart Order Assistant

  2. Assign the Allow Access To Smart Order Assistant custom permission for your user profile to enable Smart Assistant for the CT Mobile app.

    Applies to CT Mobile iOS version starting from 3.0.

Enabling Smart Order Assistant

  1. Go to CT Orders Control Panel and open the CT Agent tab.

  2. Click the Activate CT Agent button.

    ct agent not activated

  3. In the pop-up window, enter your License/Org Access Key and click Activate.

    ct agent activate

  4. The CT Orders Agent status will be set to Active.

    ct agent activated

Adding CT Agent Component to an Object’s Details Page

To use Smart Order Assistant in Salesforce, add its component to the Details page of the desired object. The following example uses the Account object:

  1. Open any Account object record and switch to the Details tab.

  2. In the upper-right corner, click the settings icon icon and select Edit Page.

  3. In the opened Lightning App Builder, click the Details tab.

  4. In the Search field, type CT Agent, then drag and drop the component onto the Details page (e.g., at the bottom).

    ct agent component app builder

  5. Click Save in the upper-right corner.

  6. Open any Account object record and verify that the ct agent icon icon appeared in the lower-right corner and is clickable.

    ct agent icon location
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