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            Subagent: Travel Notification

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            3. Financial Services Cloud Admin Guide

            Subagent: Travel Notification

            Assists service reps capture client requests to notify the bank of their travel plans. Collects travel details (dates, destinations, and contact information) and creates a case for the travel notification.

            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 configure and use travel notification subagent:

            Financial Services Cloud Extension OR FSC Service

            AND

            Access Banking Service Assistance
            To use Agentforce Employee Agent: Manage AI Agents and Manage Agentforce Employee Agents

            Subagent Details

            API Name TravelNtfcn
            Included Agent Actions

            Query Records

            Get Topic Config

            Get Card Details for Account

            Create Case for Travel Notification

            Required Setup

            Examples of Utterances That Trigger This Subagent

            • "I want to notify the bank of my upcoming international travel."
             
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