Considerations for Collections and Recovery Assistance for Customers

Keep these considerations in mind when using the Collections and Recovery Customer Assistance template to create a collections agent.

Required Editions

Available in: Lightning Experience
Available in: View product and edition availability.

Language and Locale Support

Agentforce Collections and Recovery Customer Assistance template supports English in these locales.

Language Locale Code
English English (United States) en_US
English English (United Kingdom) en_GB

Large Language Model Support

Agentforce Collections and Recovery Customer Assistance template supports this Large Language Model.

Model
OpenAI GPT-4o

Einstein Trust Layer Service Support

Agentforce Collections and Recovery Customer Assistance template supports the Trust Layer services supported by Agentforce Service Agent.

Usage Types Billed by Collections and Recovery Customer Assistance

Collections and Recovery Customer Assistance extends the Agentforce Service Agent template. Agentforce Service agents use generative AI and Data 360 to ingest, store, and process data. Before deployment, work with your Salesforce account team to confirm license availability and plan credit usage.

For more detailed information on how usage is billed, see Considerations for Agentforce Service Agent.

Tip
Tip This feature has access to Digital Wallet, a free account management tool that offers near real-time consumption data for enabled products across your active contracts. Access Digital Wallet and start tracking your org's usage. To learn more, see About Digital Wallet.

Other Limitations

  • The agent can't process a request accurately if the request contains combined utterances from multiple subagents. For example, the request "Show the balance and recent transactions" may not be processed as intended.
  • The QueryRecords action can't run complex aggregation queries, such as "Get all financial accounts for Julia Green."
  • The subagents and actions included in the Collections and Recovery Customer Assistance template are available only to guest users, not to logged-in users.