Get all Chorus call transcripts associated to Salesforce Opportunity agent tool
Workflow
AI Agent Tools
Beginner
This is a 'Workflow' template which means that it is a single standalone workflow.
Some workflow templates can be modified to work with other workflow templates - e.g. to convert a data sync between two services from uni-directional to bi-directional
Send this tool a Salesforce Opportunity ID, a max and min date in YYYY-MM-DDTHH:mm:ssZ format and it will return all related Chorus call transcripts related to the Opportunity in that date range.