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            Collections and Recovery Assistance

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            3. Financial Services Cloud Admin Guide

            Collections and Recovery Assistance

            Boost your collections teams' efficiency with Collections and Recovery Assistance, a personal AI Agent integrated into the Collections and Recovery feature.

            Required Editions

            Available in: Lightning Experience
            Financial Services Cloud: Enterprise, and Unlimited Editions with the Einstein for Financial Services add-on.

            Create a collections agent 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.

            To learn how to set up and use Collections and Recovery Assistance in your org, see Collections and Recovery Assistance.

             
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