Universal Containers has been building an agent using Canvas. It has created an “Issue Refund” action. Business rules dictate that refunds can only be issued if the customer’s Account Tier is “Platinum.” Currently, the agent relies on its system instructions to check the tier, but it occasionally hallucinates authorization and attempts to call the refund action for Standard customers, resulting in backend errors.
How should the Agentforce Specialist use filters to deterministically ensure the agent cannot process the “Issue Refund” action unless the customer meets the criteria?
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