Use the Insurance Service Assistance template of type Agentforce Employee Agent to get an agent up and running for your insurance reps. You can customize the template to include subagents and actions specific to your business needs.
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, and Unlimited Editions |
| Permissions Needed | |
|---|---|
| To use Agentforce Financial Services: | Financial Services Cloud Extension OR FSC Foundation OR FSC Sales OR FSC Service |
| To run prompt templates: | Execute Prompt Templates user permission |
If you’re creating an agent by using the Create with Gen AI option, make sure that the subagents are included.
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