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Prepare for Upcoming Sales Meetings with AI-Generated Pre-Meeting Briefs Clarification Needed

in Sales 2 comments

Summary:

Hello CX Team,

We are interested in exploring and using "Prepare for Upcoming Sales Meetings with AI-Generated Pre-Meeting Briefs" feature released in 26C.

I am aware that the 2 agents used are:

  • Meeting Preparation Assistant
  • Meeting Preparation Scheduler

The readiness doc says to clone the Scheduler and add a daily trigger, but doesn’t explain how custom agents fit into the rest of the flow. Usually we add a custom agent’s code to a page property in VBS. Here that isn’t needed, and the “Prepare for Call” smart action doesn’t reference any agent code either.

If we clone both the Assistant and the Scheduler to switch the LLM to GPT-OSS, then how would the "prepare for call" smart action call our custom agent?

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