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工作人員主題:費用撤銷
協助服務代表抓取用戶要求,以回復其財務帳戶的各種費用類型,例如維護費用、透支費用和其他服務相關費用。「費用撤銷」主題會收集財務帳戶詳細資料、顯示所有相關費用交易,並提示使用者選取特定交易以建立要撤銷的個案。

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協助服務代表抓取用戶要求,以回復其財務帳戶的各種費用類型,例如維護費用、透支費用和其他服務相關費用。「費用撤銷」主題會收集財務帳戶詳細資料、顯示所有相關費用交易,並提示使用者選取特定交易以建立要撤銷的個案。
| 提供版本:Lightning Experience |
| 提供版本:具備 Agentforce for Financial Services 附加元件授權或包含在 Agentforce 1 Financial Services Edition 中的 Professional、Enterprise 及 Unlimited Edition。需要每個使用者擁有 Agentforce for Financial Services 附加元件才能存取動作。 |
| 需要的使用者權限 | |
|---|---|
| 若要設定和使用費用撤銷工作人員主題: | Financial Services Cloud 擴充功能或 FSC 服務 和 存取銀行服務協助 |
| 若要使用 Agentforce 員工工作人員: | 管理 AI 工作人員和管理 Agentforce 員工工作人員 |

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