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            Subagent: Promise-to-Pay Agreements

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            Subagent: Promise-to-Pay Agreements

            Helps collections specialists to gather the payment plan details. Creates a payment schedule according to the user’s inputs, and sends an email to the user with the promised payment details.

            Required Editions

            Available in: Lightning Experience
            Available in: View product and edition availability.
            User Permissions Needed
            To create promise-to-pay agreements: Collections and Recovery Specialist
            To use Agentforce: Use Agentforce Default Agent user permission
            To run prompt templates: Execute Prompt Templates user permission

            Subagent Details

            API Name PromiseToPayAgreements
            Included Agent Actions

            Query Records

            Identify Record by Name

            Get Record Details

            Create Promise to Pay

            Example Utterances

            • “Create promise to pay for collection plan.”
            • “Create promise to pay for Julia Green's collection for full amount in 2 installments on 25th of next two months.”
            • “Create promise to pay for collection plan with name CP-000000015.”
            • “Create promise to pay for collection plan with name CP-000000015 for amount of 1000. Make two part payments of 200 and 800 for dates 28 Feb and 12 Mar.”
             
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