Using Smart Order Assistant in Salesforce

To start using the Smart Order Assistant, click the ct agent icon icon on a record of an object, for which the CT Agent component has been added.

ct agent main

You can start chatting with Smart Order Assistant right away, or:

  • You can choose from three quick actions:

  • Repeat last order

  • Create order from a file

  • Show what agent can do

  • To configure the sales organization and order type for the current chat, click the ct agent options icon icon in the Order Configuration section.

    ct agent options

  • Click ct agent plus icon to add a file (image or PDF).

  • Click ct agent mic icon to start voice input.

  • Click ct agent 3 dot menu to:

    • Open Settings

    • Clear chat history

    • Show guide

    • End chat

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