Banking Service Assistance
Agentforce for Banking Service Assistance includes two prebuilt templates, to drive seamless banking self-service and deliver faster results both for your customers and employees.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, and Unlimited Editions |
- Banking Service Customer Assistance: This is a prebuilt Agentforce Service Agent template. Create an agent by using the Banking Service Customer Assistance template to build an agent that autonomously handles common banking service requests for your customers. For more information, see Banking Service Customer Assistance.
- Banking Service Employee Assistance: This is a prebuilt Agentforce Employee Agent template. Create an agent by using the Banking Service Employee Assistance template to let your service reps take quick action on service process requests, resolving cases with greater speed and precision. For more information, see Banking Service Employee Assistance.
- 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. - Banking Service Employee Assistance
Quickly create banking service process requests for customer service reps by using Banking Service Employee Assistance. Bring the power of Agentforce Generative AI to help customer service reps deliver more personalized service and reach resolutions faster. Banking Service Employee Assistance is a trusted, conversational AI Assistance that uses prebuilt subagents and actions to capture details and automates case creation for a service process request. - Extend the Banking Service Assistance
Agentforce Banking Service Assistance templates include prebuilt subagents and Integration Procedure (IP) based agent actions. You can easily extend the templates to meet your specific business needs without the need for additional development. Customize topic configurations, add validation logic, or create new actions or subagents to match your requirements.
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