#Trailhead Challenges2,460 discussing

Hello @Artee Rawat,

Follow the below steps:

Create a Custom Agent Action with a Prompt

1. In the Setup Quick Find, search for and select Agent Actions.
2. Click +New Agent Action to create a new Action.
3.  Select Prompt Template as the Reference Action Type.
4. Select Generate Personalized Schedule as the Reference Action.
5. Leave the other options as is and click Next.
6. Configure the instructions as follows: Field: "Agent Action Instructions", Value: "Generate a personalized schedule that includes the time and location of resort experiences that are available today, and that match the guest's interests.", Field: "Contact Input Instructions", Value: "Contact for which the personalized schedule should be generated. Must be a valid JSON representing the contact info, chained from having executed the QueryRecords action."
7. For the Prompt Response Output, check Show in conversation.
8. Click Finish.

Create a Custom Agent Action with Flow

1. Create another new Action by clicking +New Agent Action.
2. Select Flow as the Reference Action Type.
3. Select Create Experience Session Booking.
4. Leave the other options as is, and click Next.
5. For Contact_Id, check Require Input.
6. For Guests, check Require Input and Collect data from user.
7. For Session_Id, check Require Input.
8. For Booking output, check Show in conversation.
9. For Output_Message output, check Show in conversation.
10. Click Finish.

Assign the Custom Actions to the Agent

1. In the Setup Quick Find, search for and select Agents.
2. Select Coral Cloud Agent.
3. Click Open in Builder.
4. Click the Experience Management topic.
5. Click the This Topic’s Actions subtab.
6. Click the Add Action Icon (plus sign).
7. Add a check to the Create Experience Session Booking Action and the Generate Personalized Schedule Action.
8. Click Finish.
9. Click the Topic Configuration subtab.
10. Click New Instruction.
11. Configure the new Instruction element as follows:
    1. Instruction: When a customer requests a list of recommended experience sessions, first retrieve their contact record. Pass this record into the "Generate Personalized Schedule" action's contact input to return a list of relevant experiences available for booking.
12. Click New Instruction again.
13. Configure the new Instruction element as follows:
    1. Instruction: When a customer requests to book an experience, first locate a Session__c record that corresponds to the desired date and Experience__c they wish to book. Then, use the "Create Experience Session Booking" action to complete the booking, ensuring that you pass the Session__c Id, not the Experience__c Id.
14. Note: There should now be a total of three instructions.
15. Click Save.
16. Click Refresh (circular arrow) in the top right corner of the Conversation Preview.