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Agentforce for Collections and Recovery
Agentforce for Collections and Recovery includes two prebuilt templates, to streamline workflows, and deliver faster results both for your employees and customers.
Required Editions
| Available in: Lightning Experience |
| Available in: View product and edition availability. |
- Collections and Recovery Assitance: This is a prebuilt Agentforce Employee Agent template. Create an agent by using the Collections and Recovery Assistance template to help your collections specialists with collection-related tasks. The agent helps collections specialists to create promise-to-pay records, generate and send payment links, create case and related case proceeding records, and compile script for next call based on previous collections interactions. For more information, see Collections and Recovery Assistance for Employees.
- Collections and Recovery Customer Assistance: This is a prebuilt Agentforce Service Agent template. Create an agent by using the Collections and Recovery Customer Assistance template to help your customers with Collections activities, such as finding collection plan details, answering general collections-related questions, creating payment extension requests, and update representative contact for collection plan. For more information, see Collections and Recovery Assistance for Customers.
- Editions and Permissions for Agentforce for Collections and Recovery
Review the supported products, editions, and permissions for Collections and Recovery Assistance both for employees and customers. Then learn how your product handles permissions and how to assign them. - Collections and Recovery Assistance for Employees
Create an agent by using the Collections and Recovery Assistance template. This agent can efficiently create promise-to-pay agreements, capture interaction outcomes and next steps, generate and send a payment link, compile a call script, and generate case and case proceeding records. - Collections and Recovery Assistance for Customers
Collections and Recovery Customer Assistance is a prebuilt Agentforce Service Agent template. Create an agent by using this template. This agent authenticates customers to protect data from unauthorized access, and assists them with tasks, such as find collection plan details, answer general Collections related questions, create payment extension requests, and update representative contact for a collection plan.
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