Pushing Prompt Results to Tasks

Building the Salesforce Flow

Step One: Starting the Flow

1. Flow Type: Record-Triggered Flow

2. Object: Natterbox AI

3. Trigger the Flow When: A record is created of updated

4. Condition Requirements: All Conditions Are Met (AND)

   1. Field: nbavs__PromptData__c

   2. Operation: Equals

   3. Value: True
      AND

   4. Field: nbavs__CallerType__c

   5. Operation: Equals

   6. Value: Employee

5. When to Run the Flow for Updated Records: Only when a record is updated to meet the condition requirements

6. Optimize Flow: Actions and Related Records

7. Ensure the checkbox ‘Add Asynchronous Path’ is ticked, as we will be configuring this route only.

Step Two: Create a New Resource to look at Today’s Tasks Only

1. Click ‘New Resource’ on the Manager Panel

2. Resource Type: Formula

3. API Name: TodayDate

4. Data Type: Date

5. Formula: TODAY()

6. Check Syntax to confirm it is Valid

7. Click ‘Done’

Step Three: Obtaining the Task Record

1. Element: Get Records

2. Label: Get Task

3. Object: Task

4. Conditional Requirements: All Conditions Are Met (AND)

5. First Field:

   1. Field: Call Reporting

   2. Operator: Equals

   3. Value: {!$Record.nbavs__CRO__r.Id} (if it comes up with no matches, click on the blank white space below the value box and it will automatically populate)

6. Second Field:

   1. Field: Due Date Only

   2. Operator: Equals

   3. Value: TodayDate (resource we created in Step Two)

Now that we have the required information, we can now look at the type of data we would like to push to the Task:

If you would only like to push the AI Summary to the task, please review Section A: Call Summary on Task.

If you would only like to push the AI Wrap Up codes to the task, please review Section B: Auto Wrap Up on Task.

If you would like to push both the AI Summary AND Auto Wrapup to the task, please review Section C: Summary and Auto Wrap Up on Task.

Section A: Call Summary on Task

Step One (Free Text Prompt): Create a New Resource for the AI Summary

1. Resource Type: Formula

2. API Name: NotesandSummary

3. Data Type: Text

4. Formula: "User Notes: "& {!Get_Task.Description} & BR() & BR() & "Summary: "& AI Prompt API Name

For the ‘’. Click on the ‘Insert a resource > Triggering nbavs__NatterboxAI__c > Click the name of your AI Call Summary Prompt Name.

5. Click ‘Check Syntax’ to confirm this is correct.

6. Click ‘Done’

Step One (Rating Prompt): Create a New Resource for the AI Summary

7. Resource Type: Formula

8. API Name: NotesandSummary

9. Data Type: Text

10. Formula: "User Notes: "User Notes: "& {!Get_Task.Description} & BR() & BR() & "Summary: "& "AI Rating Prompt API Name - AI Reason Prompt API Name"

For the ‘’. Click on the ‘Insert a resource > Triggering nbavs__NatterboxAI__c > Click the name of your AI Call Summary Prompt Name.

11. Click ‘Check Syntax’ to confirm this is correct.

12. Click ‘Done’

Step Two: Updating the Task Record

1. Element: Update Records

2. Label: Update Task Summary

3. How to Find Records to Update and Set Their Values: ‘Specify conditions to identify records, and set fields individually’

4. Object: Task

5. Filter Task Records:

   1. Field: Activity ID

   2. Operator: Equals

   3. Value: {!Get_Task.Id}

6. Set Field Values for the Task Records:

   1. Field: Description

   2. Value: NotesandSummary (resource from previous step)

Save the Flow and then Activate this. Once activated, perform a test call to ensure you do not experience any issues

Section B: Wrap Up on Task

Step One: Create a Decision to route calls based on 30 seconds talk time

1. Element: Decision

2. Label: Call Short

3. First Outcome

   1. Label: Call Under 30 Seconds

   2. Resource: {!$Record.nbavs__CRO__r.nbavs__From_Time_Talking__c}

   3. Operator: Less Than or Equal

   4. Value: 30

4. Default Outcome

   1. Label: Call Over 30 Seconds

We will now be going through the Call Under 30 Seconds Route.

Step Two: Create a new Resource for the Short Call Task Subject

1. Resource Type: Text Template

2. API Name: ShortCallSubject

3. Body: Call {!$Record.nbavs__CRO__r.nbavs__From_Start_Time__c} - Transcription Too Short

4. Change View as Rich Text to View as Plain Text

5. Remove the <p> & </p>

6. Click Done

Step Three: Update >30 Task Records with Natterbox AI Wrap Up Prompt

1. Element: Update Records

2. Label: Update Task Under 30 Seconds

3. How to Find Records to Update and Set Their Values: Specify conditions to identify records, and set field individually

4. Object: Task

5. Filter Task Records:

   1. Field: Id

   2. Operator: Equals

   3. Value: {!Get_Task.Id}

6. Set Field Values for the Task Records:

   1. First Field: CallDisposition

   2. First Value: Transcription Too Short

   3. Second Field: Subject

   4. Second Value: ShortCallSubject (Resource we created in Step Two)

Step Four: Update Call Reporting Record with Natterbox AI Wrap Up Prompt

1. Element: Update Records

2. Label: Update CR0 Under 30 Seconds

3. How to Find Records to Update and Set Their Values: Specify conditions to identify records, and set field individually

4. Object: Call Reporting

5. Filter Call Reporting Records:

   1. Field: Id

   2. Operator: Equals

   3. Value: {!$Record.nbavs__CRO__r.Id}

6. Set Field Values for the Call Reporting Records:

   1. First Field: nbavs__WrapupLabel_0__c

   2. First Value: Transcription Too Short

   3. Second Field: nbavs__WrapupString_0__c

   4. Second Value: Transcription Too Short
      

We will now be going through the Call Over 30 Seconds Route.

Step Five: Create a new Resource for the New Call Task Subject

1. Resource Type: Text Template

2. API Name: NewSubject

3. Body: Call {!$Record.nbavs__CRO__r.nbavs__From_Start_Time__c} - AI Prompt API Name
   
   For the AI Prompt API Name. Click on the ‘Insert a resource > Triggering nbavs__NatterboxAI__c > Click the name of your AI Wrap Up Prompt Name.
   

4. Change View as Rich Text to View as Plain Text

5. Remove the <p> & </p>

6. Click Done
   

Step Six: Update 30> Task Records with Natterbox AI Wrap Up Prompt

1. Element: Update Records

2. Label: Update Task 30 Seconds

3. How to Find Records to Update and Set Their Values: Specify conditions to identify records, and set field individually

4. Object: Task

5. Filter Task Records:

   1. Field: Id

   2. Operator: Equals

   3. Value: {!Get_Task.Id}

6. Set Field Values for the Task Records:

   1. First Field: CallDisposition

   2. First Value: NewSubject (Resource we created in Step Five)
      
      

   3. Second Field: Subject

   4. Second Value: NewSubject (Resource we created in Step Five)

Step Seven: Update 30> Call Reporting Record with Natterbox AI Wrap Up Prompt

1. Element: Update Records

2. Label: Update CR0 Over 30 Seconds

3. How to Find Records to Update and Set Their Values: Specify conditions to identify records, and set field individually

4. Object: Call Reporting

5. Filter Call Reporting Records:

   1. Field: Id

   2. Operator: Equals

   3. Value: {!$Record.nbavs__CRO__r.Id}

6. Set Field Values for the Call Reporting Records:

   1. First Field: nbavs__WrapupLabel_0__c

   2. First Value: AI Prompt API Name
      
      For the AI Prompt API Name. Click on the ‘Insert a resource > Triggering nbavs__NatterboxAI__c > Click the name of your AI Wrap Up Prompt Name.
      

   3. Second Field: nbavs__WrapupString_0__c

   4. Second Value: AI Prompt API Name
      
      For the AI Prompt API Name. Click on the ‘Insert a resource > Triggering nbavs__NatterboxAI__c > Click the name of your AI Wrap Up Prompt Name.
      

Save the Flow and then Activate this. Once activated, perform a test call to ensure you do not experience any issues.

Section C: Call Summary & Wrap Up on Task

For this section, you must complete Section B fully, and then add in these extra steps:

For a Free Text Prompt, please follow Step One A, for a Rating & Reasoning Prompt, please follow Step One B.

Step One A (Free Text Prompt): Create a New Resource for the AI Summary

13. Resource Type: Formula

14. API Name: NotesandSummary

15. Data Type: Text

16. Formula: "User Notes: "& {!Get_Task.Description} & BR() & BR() & "Summary: "& AI Prompt API Name

For the ‘’. Click on the ‘Insert a resource > Triggering nbavs__NatterboxAI__c > Click the name of your AI Call Summary Prompt Name.

17. Click ‘Check Syntax’ to confirm this is correct.

18. Click ‘Done’

Step One B (Rating Prompt): Create a New Resource for the AI Summary

19. Resource Type: Formula

20. API Name: NotesandSummary

21. Data Type: Text

22. Formula: "User Notes: "User Notes: "& {!Get_Task.Description} & BR() & BR() & "Summary: "& "AI Rating Prompt API Name - AI Reason Prompt API Name"

For the ‘’. Click on the ‘Insert a resource > Triggering nbavs__NatterboxAI__c > Click the name of your AI Call Summary Prompt Name.

23. Click ‘Check Syntax’ to confirm this is correct.

24. Click ‘Done’

Step Two: Amending the existing Update Task element

Once this resource has been completed, navigate to your existing Update Task component in the Over 30 Seconds Route and ensure the details are the following:

1. Element: Update Records

2. Label: Update Task 30 Seconds

3. How to Find Records to Update and Set Their Values: Specify conditions to identify records, and set field individually

4. Object: Task

5. Filter Task Records:

   1. Field: Id

   2. Operator: Equals

   3. Value: {!Get_Task.Id}

6. Set Field Values for the Task Records:

   1. First Field: CallDisposition

   2. First Value: NewSubject (Resource we created previously)
      

   3. Second Field: Subject

   4. Second Value: NewSubject (Resource we created previously)
      

   5. Third Field: Description

   6. Third Value: NotesandSummary (Resource we created previously)
      

Save the Flow and then Activate this. Once activated, perform a test call to ensure you do not experience any issues.