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            Banking Relationship Assistance Subagent Reference

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            Banking Relationship Assistance Subagent Reference

            A subagent defines an agent's range of capabilities for a particular job to be done. Subagents help agents identify the types of user requests, determine the scope of requests, make decisions, and perform actions. Banking Relationship Assistance contains a library of standard topics designed for relationship management use cases in the banking sector.

            Required Editions

            Available in: Lightning Experience in 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.
            • Subagent: Pre-Meeting Assistance for Relationship Management
              Helps relationship managers effectively prepare for meeting activities. Extracts information from one or more objects and generates a tearsheet. Users can specify the name, template, and format using data from records and an input editor directly within the conversation.
            • Subagent: Post-Meeting Assistance for Relationship Management
              Helps relationship managers manage post-meeting activities at the banks. Organizes meeting notes according to the user’s inputs and creates records for interaction, interaction summary, and interaction attendee. Shows meeting interest tags, logs relevant opportunities, updates account plans, sends emails, and defines follow-up tasks based on meeting discussions.
             
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