Subagent: Checkbook Order Request
The subagent processes a customer’s request for a new checkbook by allowing the Agentforce agent to specify the number of check leaves needed and the preferred delivery method.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, and Unlimited Editions with Agentforce Financial Services (formerly Financial Services Cloud) |
| User Permissions Needed | |
|---|---|
| To configure checkbook order request subagent: | Financial Services Cloud Extension OR FSC Service AND Industry Service Excellence AND Omnistudio Admin AND Unified Catalog Admin AND Context Service Admin |
| To use checkbook order request subagent: | Financial Services Cloud Extension OR FSC Service AND Industry Service Excellence AND Omnistudio User |
| To let agent use and manage checkbook order request subagent as catalog items for Whatsapp and Voice: | Unified Catalog Agent |
| To use and manage checkbook order request subagent as catalog items for Community Portal and Third-Party Websites: | Unified Catalog Community User |
| To use Agentforce: | Agentforce Service Agent User |
Subagent Details
| API Name | CheckbookOrderRequest |
| Included Agent Actions | Get Financial Accounts for an Account |
| Required Setup |
Examples of Utterances That Trigger This Subagent
- "I need to order new checks for my business checking account"
- "Can you help me reorder personalized checks?"
Guidelines and Considerations
- Checkbook Order Request subagent currently supports statement addresses associated with a financial account. The statement addresses that have both Active To and Active From dates get displayed. To include additional address types, users with Manage Agentforce Service Agents permission can modify the prebuilt configuration of the Integration Procedure.
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