Collections and Recovery | Compile Script for Next Call Based on Previous Collections Interactions

Gets recent voice call records and their transcripts, truncates the combined transcript text to a predefined character length, and provides the summary to the user. Also, gathers notes associated with the collection plan, combines note titles and text previews, truncates this combined text to a predefined length, and provides the summary to the user. Compiles a call script for collections specialists for their next customer conversation.

Required Editions

Available in: Lightning Experience

Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action.

User Permissions Needed
To compile script for the next call:	Collections and Recovery Specialist AND Einstein for Financial Services
See Common User Access for Standard Agent Actions.

User Permissions Needed

To compile script for the next call:

Collections and Recovery Specialist

AND

Einstein for Financial Services

See Common User Access for Standard Agent Actions.

Action Details

API Name	CompileScriptForNextCallBasedOnPreviousCollectionsInteractions
Reference Action Type	Prompt
Reference Action	Compile Script for Next Call Based on Previous Collections Interactions
Does this action execute one or more prompt templates?	Yes

Compile Script for Next Call Based on Previous Collections Interactions and Prompt Templates

This action calls the SummarizeVoiceCallTranscriptsAndNotes prompt template to create a call script for the customer call based on previous collections interactions.