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            Create an Agent from the Complaint Management Assistance Template

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            3. Financial Services Cloud Admin Guide

            Create an Agent from the Complaint Management Assistance Template

            When customers face issues with financial products or services, they submit complaints and expect a timely, fair resolution. By using the prebuilt Complaint Management Assistance template, you provide your complaint handlers with an AI assistant built into their flow of work. The AI assistant identifies and executes relevant subagents and actions to help complaint handlers investigate historical records, generate audit-ready resolution notes, and draft customer responses.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions with the Agentforce for Financial Services add-on license or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action.
            User Permissions Needed
            To set up Complaint Management Assistance subagents: Financial Services Cloud Extension OR FSC Service
            To use Agentforce Employee Agent:

            Manage AI Agents

            AND

            Manage Agentforce Employee Agents
            1. Set up Einstein generative AI to get access to powerful generative AI features.
            2. Enable Agentforce.
            3. Create an Agent by using the Complaint Management Assistance template.

              If you’re creating an agent with the Create with Gen AI option, make sure that you include the Complaint Handling subagent.

             
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