Where should the AI Specialist go to add/update actions assigned to a copilot?

Where should the AI Specialist go to add/update actions assigned to a copilot?
A . Copilot Actions page, the record page for the copilot action, or the Copilot Action Library tab
B . Copilot Actions page or Global Actions
C . Copilot Detail page, Global Actions, or the record page for the copilot action

Answer: A

Explanation:

To add or update actions assigned to a copilot, an AI Specialist can manage this through several areas:

Copilot Actions Page: This is the central location where copilot actions are managed and configured. Record Page for the Copilot Action: From the record page, individual copilot actions can be updated or modified.

Copilot Action Library Tab: This tab serves as a repository where predefined or custom actions for Copilot can be accessed and modified.

These areas provide flexibility in managing and updating the actions assigned to Copilot, ensuring that the AI assistant remains aligned with business requirements and processes. The other options are incorrect:

B misses the Copilot Action Library, which is crucial for managing actions.

C includes the Copilot Detail page, which isn’t the primary place for action management.

Reference: Salesforce Documentation on Managing Copilot Actions Salesforce AI Specialist Guide on Copilot Action Management

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