Subagente: Solicitud de gestiĆ³n de instrucciones permanentes
Gestione las instrucciones permanentes de un cliente permitiendo al Agente de servicio Agentforce configurar nuevas instrucciones con detalles de programaciĆ³n, actualizar frecuencias de pago existentes o cancelar transacciones recurrentes.
Ediciones necesarias
Disponible en: Lightning Experience
Disponible en: Ediciones Professional, Enterprise y Unlimited con Agentforce Financial Services (anteriormente Financial Services Cloud)
Permisos de usuario necesarios
Para configurar el subagente de solicitud de gestiĆ³n de instrucciones permanentes:
ExtensiĆ³n de Financial Services Cloud O Servicio FSC
Y
Industry Service Excellence
Y
Administrador de OmniStudio
Y
Administrador de CatƔlogo unificado
Y
Administrador de Servicio de contexto.
Para utilizar el subagente de solicitud de gestiĆ³n de instrucciones permanentes:
ExtensiĆ³n de Financial Services Cloud O Servicio FSC
Y
Industry Service Excellence
Y
Usuario de OmniStudio
Para permitir a los agentes utilizar y gestionar el subagente de solicitud de gestiĆ³n de instrucciones permanentes como elementos de catĆ”logo para Whatsapp y Voice:
Agente de catƔlogo unificado
Para utilizar y gestionar el subagente de solicitud de gestiĆ³n de instrucciones permanentes como elementos de catĆ”logo para portal de comunidad y sitios web externos:
āĀæPuede ayudarme a cancelar mi instrucciĆ³n de pago recurrente?ā
ĀæResolviĆ³ este artĆculo su problema?
Ā”HĆ”ganos saber cĆ³mo podemos mejorar!
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