Financial Services | Draft Customer Response

Generates clear, professional, and audit-ready customer communication by using the provided structured data.

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 DraftCustomerResponse
Reference Action Type Flow
Reference Action GetCmplntAndCaseDtl
Does this action execute one or more prompt templates? No