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          Subagent: Call Script for Collections

          Subagent: Call Script for Collections

          Gets recent voice call records and their transcripts, truncates the combined transcript text to a predefined character length, and provides the summary to the user. Also, gathers notes associated with the collection plan, combines note titles and text previews, truncates this combined text to a predefined length, and provides the summary to the user. Compiles a call script for collections specialists for their next customer conversation.

          Required Editions

          Available in: Lightning Experience
          Available in: View product and edition availability.
          User Permissions Needed
          To create call scripts for collection plans: Collections and Recovery Specialist
          To use Agentforce: Use Agentforce Default Agent user permission
          To run prompt templates: Execute Prompt Templates user permission

          Example Utterances

          • “Generate Call script for Collection Plan 1Euxx0000004CAeCAM”
          • “Generate Call script for Collection Plan with name CP-000000002”
          • “Generate Call script”
          • “Generate Call script for 1Euxx0000004CAeCAM”
           
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