Use the Loan Product Assistance template in Agentforce Service to help borrowers
quickly get answers about loan products, interest rates, and offers. Enhance customer
satisfaction, increase loan volume, and reduce the workload for loan officers.
Required Editions
Available in: Lightning Experience in Professional, Enterprise and
Unlimited Editions.
With the Loan Product Assistance template, you can create an agent to help your customers
discover loan details. The Lending Product Discovery topic includes six actions to help you
find precisely what you need: Retrieve Loan Product Categories, Products By Category, Product
Details, Programs By Product, Program Details, and Analyze Estimated Loan Amount.
Note Loan Product Assistance agent template and topics are available only in
the Legacy Agentforce Builder.
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