The Get Dunning Strategy action assesses an account’s financial health, ongoing
collection efforts, prior interactions, payment history, and open disputes to recommend the most
effective engagement and recovery approach. Using AI-driven insights such as invoice risk scores
and communication patterns, it suggests the optimal dunning orchestration, including targeted
reminders, calls, or, in higher-risk scenarios, actions like applying late fees, suspending
services, or escalating the case.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions
of Revenue Cloud Advanced and Revenue Cloud Billing with the Agentforce Employee Agent
add-on. It requires Einstein GPT, the Agentforce Service Agent add-on, the Flex
Credits Metering add-on, and the Usage Management add-on. |
| User Permissions Needed |
|
| To execute actions in Employee agents: |
Billing Collections
AND
Recovery Specialist
|
| See Manage Employee Agent Access. |
Input
- Collection Plan Name—The collection plan name associated with the account.
Output
- Plan Analysis—Summary of the active collection plan, including the number of invoices
and total balance.
- Strategy Recommendation—Execution plan detailing sequential actions with specific
intervals, complemented by a prioritized checklist of immediate next steps and alternative
resolution paths.
Guidelines and Considerations
- For consistent functionality, rather than building a new prompt template, create another
version of the template, make your modifications, and then activate it.
