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          Subagent: Collections Information and Query Support

          Subagent: Collections Information and Query Support

          Help customers in getting their collection plans and provide relevant details about their collection plans. Also, use the data library to answer any general questions about collection plans.

          Required Editions

          Available in: Lightning Experience
          Financial Services Cloud: Enterprise, Performance, and Unlimited Editions
          User Permissions Needed
          To get collection plan details and answer general queries related to Collections:

          Collections and Recovery Specialist

          AND

          FSC Service OR FSC Sales

          AND

          Custom Permission Set created

          To use Agentforce: Agentforce Service Agent User
          See Common User Access for Standard Agent Actions.

          Subagent Details

          API Name CollectionsInformationAndQuerySupportASA
          Included Agent Actions

          Get Collection Plan Details by Name

          Get Collection Plans for Related Contact and Parties

          Answer Collections Queries

          Example Utterances

          • I want details of Collection Plan CP-029101
          • Are there any pending dues for me?
          • Are there any Collection Plans for me?
          • I am not able to make payments now, are there any options available for me?
           
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