Ayuda a los representantes de servicio a capturar solicitudes de clientes para notificar al banco sus planes de viaje. Recopila detalles de viajes (fechas, destinos e información de contacto) y crea un caso para la notificación de viaje.
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 notificación de viaje:
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
Ejemplos de expresiones que desencadenan este subagente
"Quiero notificar al banco de mis próximos viajes internacionales".
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