Hjelper servicerepresentanter med å fange opp klientforespørsler om bestilling av kopier av sine sjekk- eller sparingskontoposter. Samler inn detaljer som den valgte kontoen, uttalelsesperioden (forhåndsdefinerte eller tilpassede datoer) og leveringsmetoden (E-post eller Innlegg). Bekrefter alle detaljer om forespørselen og oppretter en sak for innfrielse.
Nødvendige utgaver
Tilgjengelig i Lightning Experience
Tilgjengelig i Professional, Enterprise og Unlimited Edition med tilleggslisensen Agentforce for Financial Services eller inkludert i Agentforce 1 Financial Services Edition. Krever at hver bruker har tillegget Agentforce for Financial Services for å få tilgang til handlingen.
Nødvendige brukertillatelser
For å konfigurere og bruke emne for adresseoppdateringsagent:
Financial Services Cloud-utvidelse ELLER FSC-tjeneste
OG
Tilgang til assistanse for banktjenester
For å bruke Agentforce:
Behandle AI-agenter og Behandle Agentforce agenter
"Kan du sende meg transaksjonshistorikken for de siste tre månedene?"
"Hent kontoposten min."
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