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Collections and Recovery Assistance for Employees
Create an agent by using the Collections and Recovery Assistance template. This agent can efficiently create promise-to-pay agreements, capture interaction outcomes and next steps, generate and send a payment link, compile a call script, and generate case and case proceeding records.
Required Editions
| Available in: Lightning Experience |
| Available in: View product and edition availability. |
When you create an agent by using the Collections and Recovery Assistance template, it includes these actions and associated reference action types.
| Agent Action | Reference Action Type & Name | Description | Customization Option |
|---|---|---|---|
| Compile Script for Next Call Based on Previous Collections Interactions | Prompt: Summarize Previous Collections Interactions and Compile Script for Next Call | Compiles a call script for collections specialists for their next customer conversation. | You can create a version of the template, and customize it to match your business requirements. |
| Create Promise to Pay | Flow: Create Promise to Pay from Assistant Action | Creates a payment schedule and payment schedule item records according to the payment commitment details received from a customer. Sends an email to the user with the promised payment details. | You can customize this flow to match your business requirements. However, don’t modify the input and output parameters and their data types to ensure its compatibility with the relevant action. |
| Create Case and Related Case Proceeding Records | Flow: Collections: Create Case and Related Case Proceeding Records | Creates a case for the collection plan by using the details provided by the user. If the case type is Legal, the flow verifies if the case is eligible for legal proceedings. If it does, then it creates the related case proceeding and case proceeding participant records. | You can customize this flow to match your business requirements. However, don’t modify the input and output parameters and their data types to ensure its compatibility with the relevant action. |
| Generate and Send Payment Link | Flow: Generate and Send Payment Link from Assistant Action | Creates a payment link by using the payment details provided by the user. If an email ID is available, sends an email to the borrower with the payment link details. Otherwise, shows the payment link details to the user who triggered the action. | You can customize this flow to match your business requirements. However, don’t modify the input and output parameters and their data types to ensure its compatibility with the relevant action. |
| Get Payment Method Sets for Merchant Account | Flow: Get Payment Method Sets for Merchant Account | Gets a list of payment methods that are available to a merchant's customer during checkout. | You can customize this flow to match your business requirements. However, don’t modify the input and output parameters and their data types to ensure its compatibility with the relevant action. |
- Set Up Collections and Recovery Assistance for Employees
Collections and Recovery Assistance is a prebuilt Agentforce Employee Agent template. Use this template to create an agent, and keep the considerations in mind before proceeding. - Considerations for Collections and Recovery Assistance for Employees
Keep these considerations in mind when using the Collections and Recovery Assistance template to create a collections agent. - Collections and Recovery Assistance Subagent Reference
The Collections and Recovery Assistance template includes a set of subagents available out of the box in the asset library.
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