Chat with Salesforce using a Copilot Studio agent
How to set up a read only Copilot Studio agent that queries Salesforce CPQ in plain English, and why the field list belongs in the agent instructions, not the tool's description.
7 min read
Articles on building AI agents for WhatsApp and Microsoft Teams.
How to set up a read only Copilot Studio agent that queries Salesforce CPQ in plain English, and why the field list belongs in the agent instructions, not the tool's description.