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          Subagent: Request Loan Payoff Statement

          Subagent: Request Loan Payoff Statement

          The Request Loan Payoff Statement subagent collects details such as the selected loan account, future payoff date, and delivery method. Confirms all details and creates a case to fulfill the request.

          Required Editions

          Available in: Lightning Experience
          Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Automotive add-on or included in Agentforce 1 Automotive Edition. Requires each user to have the Agentforce for Automotive add-on to access the action.

          Examples of Utterances That Trigger This Subagent

          • "How do I request a loan payoff statement?"
          • “Can you send me the loan payoff details?”
           
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