Communications | Get Account Balance

Fetches and shows the balance and service details for a given account number whenever the user requests their account balance.

Required Editions

Available in: Lightning Experience

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

User Permissions Needed
To use agent actions:	Einstein for Communications
See Common User Access for Standard Agent Actions.

Action Details

API Name	GetAccountBalance
Reference Action Type	Prompt
Reference Action	Get Account Balance
Does this action execute one or more prompt templates?	Yes
Required Setup	Agentforce for Communications Billing Resolution

Get Account Balance and Prompt Templates

This agent action calls the Get Account Balance prompt template for extracting the account balance and related details associated with billing using a list of services or assets and their individual balances.

Guidelines and Considerations

This action is a template containing example information. Customize it to your use case.