The Collections and Recovery Customer Assistance template includes a set of subagents available out of the box in the asset library.
Required Editions
| Available in: Lightning Experience |
| Available in: View product and edition availability. |
- Subagent: Collections Information and Query Support
Help customers in getting their collection plans and provide relevant details about their collection plans. Also, use the data library to answer any general questions about collection plans. - 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. - Subagent: Payment Extension Requests
Interacts with the customer to gather the payment plan details. Creates a payment schedule according to the borrower’s inputs, and sends an email to the borrower with the agreed payment details. - Subagent: Collections Customer Verification
Verifies the customer's identity before granting access to sensitive data.