Banking Service Customer Assistance
Use the Agentforce Banking Service Customer Assistance agent template to create agents that serve your banking customers across multiple channels. The secure, conversational AI agent uses prebuilt subagents and actions to autonomously resolve customer inquiries and create cases. Resolve issues faster by connecting on WhatsApp, Experience Cloud sites, and third-party websites.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, and Unlimited Editions |
Note Make sure you review the available resources for Einstein Generative AI and Agentforce before you implement Agentforce for your company as per
your requirements.
Banking Service Customer Assistance subagents use these actions and associated Integration Procedures (IPs). You can customise these actions and Integration Procedures according to your business requirements. For more information, see Extend the Banking Service Assistance.
| Agent Action | Associated subagents | integration procedure (ip) |
|---|---|---|
| Create Case to Block Card |
|
ReportLostCard_CreateCase |
| Fulfill Fee Reversal |
|
FSC_FulfillFeeReversal |
| Create Case for Account Address Update |
|
FSCAddressUpdate_CreateCase |
| Create Case for Lock or Unlock Card |
|
FSCRtlLkUnlckCard_CreateCase |
| Create Case for Request Statement Copies |
|
RequestStatementCopies_CreateCase |
| Create Case for Transfer Funds |
|
TransferFundstoOwnAccount_CreateCase |
| Get Card Details for an Account |
|
FSC_GetCards |
| Get Financial Account Addresses |
|
FSC_GetAccountAddress |
| Get Account Restraints |
|
FSC_GetAccountRestraints |
| Get Financial Account Balances |
|
FSC_GetFinancialAccountBalances |
| Get Financial Accounts for an Account |
|
FSC_GetFA |
| Get Financial Account Transactions |
|
FSC_GetFinancialAccountTransactions |
| Get Topic Config |
|
Topic_Config |
- Considerations for Agentforce Banking Service Customer Assistance
Keep these considerations in mind when using the Banking Service Customer Assistance template to create your agent. - Setup and Configuration of Banking Service Customer Assistance
Get your Banking Service Customer Assistance agent up and running. Prepare your Salesforce org, configure necessary user permissions, and create your agent using the prebuilt template to automate the routine customer request intake process. - Banking Service Customer 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 Service Customer Assistance agent contains a library of standard subagents designed to capture service process requests from customers.
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