Ayuda a los representantes de servicio a capturar solicitudes de clientes para detener un pago de cheques o una serie de pagos de cheques desde sus cuentas financieras antes de que se procesen los cheques. El subagente Cancelación de pago de chequera recupera todas las cuentas financieras asociadas con el cliente, recopila detalles sobre los pagos de cheques que se van a detener y crea un caso para detener el pago de cheques.
Ediciones necesarias
Disponible en: Lightning Experience
Disponible en: Ediciones Professional, Enterprise y Unlimited con la licencia complementaria Agentforce for Financial Services o incluida en Agentforce 1 Financial Services Edition. Requiere que cada usuario tenga el complemento Agentforce for Financial Services para acceder a la acción.
Permisos de usuario necesarios
Para configurar y utilizar el subagente de cancelación de pago de chequera:
Extensión de Financial Services Cloud O Servicio FSC
Y
Acceder a asistencia de servicio bancario
Para utilizar Agentforce Employee Agent:
Gestionar agentes de IA y Gestionar agentes empleados Agentforce
"AyĆŗdeme a detener el pago en el nĆŗmero de cheque 7890 debido a un posible fraude para la cliente Julia Green".
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