In this article
Prerequisites
Create a service app
Authorize the service app
Install Webex Easy Meet for Agentforce
Generate a service app access token and enter it in Salesforce
Configure agent permissions
Create a topic and add the action to that topic
November 21, 2025 | 140 view(s) | 0 people thought this was helpful

Schedule a Webex Guest-to-Guest meeting using Agentforce

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With Webex Easy Meet for Agentforce, you can enable an agent to schedule a Webex Guest-to-Guest meeting. Create and authorize a service app, install Webex Easy Meet for Agentforce, configure your access token and agent permissions, create a topic and add the action for your agent to use.

Prerequisites

Before continuing, make sure you meet the following prerequisites:

In Webex

  • You need a Webex site with Guest-to-Guest licenses or a developer sandbox configured for Guest-to-Guest meetings.

  • Enable the Join before host setting in Control Hub.

In Salesforce

  • You need to have a System Administrator profile in your organization.
  • You need the Access Agentforce Default Agent and Agentforce Default Admin permission sets.
  • You need to have at least one agent created.

Create a service app

The Guest-to-Guest service app is responsible for scheduling and hosting meetings on the Guest-to-Guest site. Create the service app in the Developer Portal.

Visit the blog post Getting Started with Guest-to-Guest Meetings - No Coding Required and Using Webex Service Apps article in the Developer Portal documentation to learn more about the functionality of service apps.

1

Sign in to the Developer Portal and click Start Building Apps.

2

Click Create a Service App, enter the required information, and select the following scopes:

  • guest-meeting:rw
  • meeting:schedules_write
  • meeting:schedules_read
  • meeting:preferences_write
  • meeting:preferences_read
3

Click Add Service App.

4

Take note of the Client Secret in the Authorization section.

5

Click Request admin authorization.

What to do next

Authorize the service app in Control Hub.

Authorize the service app

Authorize the service app to allow Webex Easy Meet for Agentforce to schedule Guest-to-Guest meetings in Webex.

Before you begin

You need a Control Hub administrator to authorize the service app.

1

Sign in to Control Hub and go to Management > Apps > Service apps.

2

Select the Guest-to-Guest service app you created.

3

On the service app details flyout, enable the Authorized toggle.

4

If you have multiple Guest-to-Guest sites, choose which site to authorize the app in.

5

Click Save.

Install Webex Easy Meet for Agentforce

1

Go to Webex Easy Meet for Agentforce in the Salesforce AppExchange.

2

Click Get It Now and follow the steps to install the app for admins only.

Webex Easy Meet for Agentforce includes the following:
  • Apex Class—WebexMeetingCreator, WebexMeetingCreatorTest, WebexMeetingConfigurationController, and WebexMeetingsConfigurationControllerTest
  • Custom Setting—Webex_Credentials__c
  • Custom Fields—Webex_Credentials__c.Access_Token__c
  • Permission Set—WebexMeetingsGuestToGuest
  • Remote Site—WebexAPI
  • Tab—WebexGuestToGuest
  • Visualforce Page—WebexMeetingsConfiguration
  • Agent Action—Create Webex Guest-to-Guest Meeting

Generate a service app access token and enter it in Salesforce

Before you begin

You must complete these steps every 14 days to maintain an active access token.

1

In the Developer Portal, click your profile and then click My Webex Apps > your authorized service app.

2

Go to the Org Authorizations section and select the org where authorized the service app from the drop-down.

  • If the service app is authorized in many organizations, you can also search by org ID.
3

Enter the Client Secret that you copied in Step 4 of Create a service app, click Generate tokens, and copy the access token.

4

In Salesforce, click the app launcher icon and search for the Webex Guest-to-Guest item.

5

Enter the access token that you copied in Step 3 and click Save.

Configure agent permissions

To use the Create a Webex Guest-to-Guest Meeting action, an agent must have the correct permission set.

Before you begin

Make sure you have at least one agent created.

1

In Salesforce, click the gear icon > Setup and search for Users in the Quick Find box.

2

Click the name of the user that is associated with your agent.

3

Click Edit > Permission Set Assignments > Edit Assignments.

4

Select Webex Guest-to-Guest from the Available Permission Sets list and use the arrow to move it to the Enabled Permission Sets list.

5

Click Save.

Create a topic and add the action to that topic

Create a topic with a clear label, description, scope, and instructions so your agent can determine when to use the topic in conversation and what to say. Then add the Create a Webex Guest-to-Guest Meeting action to allow the agent to schedule a Webex guest-to-guest meeting.

1

In Salesforce, click the gear icon > Setup and search for Agentforce Agents.

2

Click the name of the agent where you want to configure the action and then click Open in Builder.

3

In the Topics tab, click New > +New Topic.

4

(Optional) Enter a description of the topic's purpose and click Next.

5

Enter the topic label, classification description, and scope.

  • For example:

    • Topic Label—Webex Meeting Creation

    • Classification Description—Create a Webex meeting by taking necessary inputs from the user.

    • Scope—Your job is to create a Webex meeting using the details provided by the user.

These are examples for topic label, classification description, and scope. Customize these fields based on your specific use case.

6

Enter the first instruction and click Add Instructions to add each additional instruction.

  • For example:

    • When taking an input, describe what the input fields mean and inform the user which fields are required and which fields are non-required.

    • For non-required fields, inform the user what their default values are and mention that these default values will be used to create the meeting, unless otherwise specified.

    • When creating the meeting, the meeting end time should be greater than start time.

    • When creating the meeting, the meeting start time and end time should be in the future.

    • When creating the meeting, only ask for meeting title, start time, and end time as inputs from user. Start time and end time must include date, time, and time zone. Don't ask for any other inputs.

    • You do not need to ask the user to provide the start time and end time in ISO 8601 format. When the user provides a start time and end time, convert it to ISO 8601 format.

    • When sharing the meeting information details to the customer, show the following properties as an itemized list: Meeting name, start time, end time (in the user's provided time zone), and meeting link. Let the user know that they can use these details to join the meeting at the scheduled time.

These are example instructions. Customize them based on your specific use case.

7

Click Next.

8

Choose Create a Webex Guest-to-Guest Meeting from the list of agent actions.

9

Click Finish.

What to do next

Test your topic in the Conversation Preview section. For example, you could say "I'd like to schedule a meeting," and see how the agent responds. Once you're ready, click Activate to make your Agent live.
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