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Create an Agent from the Warranty Claims Adjudication Template

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Create an Agent from the Warranty Claims Adjudication Template

Give adjudicators an Agentforce Employee agent that summarizes queue volume, ranks claims by value and age, and flags fraud risks.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Automotive add-on or included in Agentforce 1 Automotive Edition. Requires each user to have the Agentforce for Automotive add-on to access the action.
  1. Set up Einstein generative AI to get access to powerful generative AI features.
  2. Enable Agentforce.
  3. Create an Agentforce Employee agent by using the Warranty Claims Adjudication template, and configure the settings for your company.
  4. Set up and manage Automotive Cloud agents in Slack. Adjudicators can also work with the agent from Slack by using the Warranty Claims Adjudication for Slack template.
    There's no automatic context picking in Slack. If the Slack channel is for an account, ask the agent to summarize details for that account by name rather than saying "this account."

To adjudicate claims, adjudicators launch the Agentforce panel and enter an utterance, such as "Show claim history for Neogen."

 
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