Subagent: Representative Contact Update for Collections

Interacts with the customer to gather their representative's details. This representative helps the customer with issues, such as signing papers, making decisions, or representing the customer. Creates a contact for the representative and adds it to the collection plan if no representative is currently associated with the plan.

Required Editions

Available in: Lightning Experience

Financial Services Cloud: Enterprise, Performance, and Unlimited Editions

User Permissions Needed
To add the representative details to the collection plan:	Collections and Recovery Specialist AND FSC Service OR FSC Sales
To use Agentforce:	Agentforce Service Agent User

User Permissions Needed

To add the representative details to the collection plan:

Collections and Recovery Specialist

AND

FSC Service OR FSC Sales

To use Agentforce:

Agentforce Service Agent User

Subagent Details

API Name	RepresentativeContactUpdateForCollectionsASA
Included Agent Actions	Update Representative Contact for Collections

Example Utterances

Add or Update representative for Collection Plan.
Add or Update a contact to represent on my behalf for Collection Plan.