Subagente: AdmisiĆ³n de conflictos de transacciones
GuĆa a los representantes de servicio por el proceso de disputa de transacciones financieras. Capture detalles esenciales como cĆ³digos de motivo, muestre perspectivas de comerciantes y admita cuestionarios opcionales para enviar reclamaciones de forma eficiente.
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 acciĆ³n.
Permisos de usuario necesarios
Para configurar y utilizar el subagente de admisiĆ³n de conflictos de transacciones:
ExtensiĆ³n 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
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