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Collections and Recovery
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          Collections and Recovery Customer Assistance Subagent Reference

          Collections and Recovery Customer Assistance Subagent Reference

          The Collections and Recovery Customer Assistance template includes a set of subagents available out of the box in the asset library.

          Required Editions

          Available in: Lightning Experience
          Available in: View product and edition availability.
          • 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.
          • Subagent: Representative Contact Update for Collections
            Interacts with the customer to gather their representative's details. This representative helps the customer with issues, such as signing papers, making decisions, or representing the customer. Creates a contact for the representative and adds it to the collection plan if no representative is currently associated with the plan.
          • Subagent: Payment Extension Requests
            Interacts with the customer to gather the payment plan details. Creates a payment schedule according to the borrower’s inputs, and sends an email to the borrower with the agreed payment details.
          • Subagent: Collections Customer Verification
            Verifies the customer's identity before granting access to sensitive data.
           
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