ShareAgent quick start

Completion Conditions

• Your enterprise admin has assigned you the ShareAgent role in business feature permissions.
• You can see the ShareAgent entry in the web main navigation.

Run a Basic Conversation

1. Open ShareAgent and click New Conversation.
2. Enter a clear request in the input box, such as “Generate an account brief for account xx.”
3. Click send and wait for ShareAgent to identify the intent and process it.
4. Review the returned account card, analysis result, or file output.
5. If the action writes to CRM, review the fields first, then click Create, Save, or Cancel.
6. After execution ends, follow up with another request, such as “Change the focus to questions for tomorrow’s visit.”

Recommended Prompts to Try First

Quick start tip: State the “object + goal + output format + next action” clearly. For example: Generate a PDF account brief for an account.

Next Steps

• Learn about the ShareAgent interface layout and how it works: 01-Overview.md.
• Learn how to configure personalization and memory management: 04-User Guide.md.