The Collections and Recovery 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: Promise-to-Pay Agreements
Helps collections specialists to gather the payment plan details. Creates a payment schedule according to the user’s inputs, and sends an email to the user with the promised payment details. - Subagent: Payment Link for Collection Plan
Helps collections specialists to gather the collection plan and any other relevant information, such as an email address. Generates a payment link and sends it to the customer via email if an email address is available. If there's no email address available, provides the payment link details to the user who triggered this action. - Subagent: Case Management for Collection Plan
Interacts with the user to select the current status of the collection plan and provides an option to create a new case. If the user chooses to create a new case, asks the user to enter details, such as the case type, subtype, owner, and priority. Creates the corresponding case and collection event records. Checks if the case is eligible for legal proceedings and if it does, creates the corresponding case proceeding and case proceeding participant records. - Subagent: Call Script for Collections
Gets recent voice call records and their transcripts, truncates the combined transcript text to a predefined character length, and provides the summary to the user. Also, gathers notes associated with the collection plan, combines note titles and text previews, truncates this combined text to a predefined length, and provides the summary to the user. Compiles a call script for collections specialists for their next customer conversation.