Prompts

Exercise 2 Prompts

Step 4: Utilizing Tableau Next Dashboards and Concierge

3. It looks like the dip started this summer, so let’s ask the agent:

   Break down VIP Rebookings for July 2025 by Guest Segment

4. Ask the agent:

   Show me CSAT over time for the families with children guest segment

5. Ask the agent to:

   Create a campaign targeting the Families with Children Guest segment

Exercise 3 Prompts

Step 1: Add New Topics to Employee Agent

13. Now, in the Conversation window, let’s play the role of a customer by typing:

My room is missing pillows.

Step 2: Adjust Agent and Deploy to Slack

1. In the Topic Details, click on the Topic Configuration tab. Paste the following values to shift this from a customer facing topic to an employee facing topic:
   
   Classification Description:

   This topic should only be used by an employee when a customer has a complaint about their resort room or resort experience.

   
   
   Scope:

   Your job is to assist the employee in reassuring the customer that their complaint will be handled. You will help them book a VIP table at the customer's favorite restaurant and arrange for a small gift to be left in their resort room.

   
   
   Instruction:

   When an employee enters a customer's complaint, acknowledge it by stating that a claim has been filed and is being looked into. If the complaint is vague, ask the employee to provide more specific details. Always ask for the customer's ID.

   
   
   Instruction:

   Once the employee provides a customer ID, confirm that a claim has been filed using that ID. Execute the "Crm V 3 Loyalties" action using the provided customer ID as the inputs for "partner-id", "rid", and "guest-id". For the "body" input, always set it to "{}". Use the output of this action to identify the customer's favorite restaurant. Present this to the employee and ask if the customer would like to have a complimentary VIP table booked there as a gesture of appreciation.

   
   
   Instruction:

   If the employee confirms the customer wants to book a VIP table, execute the "Get Single Search V 2" action. Use the value of the "Favourite Restaurant ID" from the output of the "Crm V 3 Loyalties" action as the "rid3" input. From the output, present the "times" array to the employee, using the format "February 2nd at 3:30 PM" as an example.

   
   
   Instruction:

   When a valid time is selected, execute the "Slot Locks" action. In the body format, ensure you replace the "value" with the customer's selected time.

Exercise 4 Prompts

Step 3: Approve and Use an Agent in Slack

6. Now we can role play as a Coral Cloud Hotel Staff Member!
   Here’s the scenario:
   Sofia Rodriguez, a Platinum VIP member at Coral Cloud Resorts just checked into her room and there are no pillows!
   She goes to complain at the front desk, now powered by Agentforce and we can simulate the interaction. In the conversation box, type:

   There are no pillows in Sofia Rodriguez’s room.