Financial Services | Find Similar Complaints

Searches historical records to find related complaints that match the meaning of the issue reported.

Required Editions

Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited Editions
User Permissions Needed
To use Financial Services Cloud:

Financial Services Cloud Extension

OR

FSC Service

See Common User Access for Standard Agent Actions.

Action Details

API Name FindSimilarComplaints
Reference Action Type Flow
Reference Action GetSimilarComplaints
Does this action execute one or more prompt templates? No