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工作人員主題:報告信用卡或簽帳卡
協助服務代表偵測用戶的要求,以將其信用卡或借記卡報告為遺失、遭竊、遭破壞或由 ATM 抓取。「報告信用卡」或「簽帳卡」主題會提取與客戶相關聯的卡片詳細資料、提示使用者選取卡片,並建立封鎖卡片的個案。

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協助服務代表偵測用戶的要求,以將其信用卡或借記卡報告為遺失、遭竊、遭破壞或由 ATM 抓取。「報告信用卡」或「簽帳卡」主題會提取與客戶相關聯的卡片詳細資料、提示使用者選取卡片,並建立封鎖卡片的個案。
| 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 | |
|---|---|
| 若要設定和使用報告信用卡或簽帳卡工作人員主題: | 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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