您在此处:
客服人员主题:卡锁管理
帮助服务代表捕获锁定或解锁信用卡或借记卡的客户请求。指导用户根据情况采取相关操作,例如报告丢失的卡、查看最近的交易或设置旅行通知。确认请求的所有详细信息,并创建履行个案。

使用更普遍的搜索词。
选择更少的筛选器,并扩大搜索范围。
帮助服务代表捕获锁定或解锁信用卡或借记卡的客户请求。指导用户根据情况采取相关操作,例如报告丢失的卡、查看最近的交易或设置旅行通知。确认请求的所有详细信息,并创建履行个案。
| 适用于:Lightning Experience |
| 适用于:具有 Agentforce for Financial Services 加载项许可证或包含在 Agentforce 1 Financial Services Edition 中的 Professional、Enterprise 和 Unlimited Edition。需要每个用户拥有 Agentforce for Financial Services 加载项,才可以访问操作。 |
| 所需用户权限 | |
|---|---|
| 配置和使用开单周期管理客服人员主题: | Financial Services Cloud 扩展或 FSC 服务 与 访问银行服务帮助 |
| 要使用 Agentforce 员工客服人员: | 管理 AI 客服人员和管理 Agentforce 员工客服人员 |

We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.