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.
Required Editions
| User Permissions Needed |
| To create call scripts for collection plans: |
Collections and Recovery Specialist |
| To use Agentforce: |
Use Agentforce Default Agent user permission |
| To run prompt templates: |
Execute Prompt Templates user permission |
Example Utterances
- “Generate Call script for Collection Plan 1Euxx0000004CAeCAM”
- “Generate Call script for Collection Plan with name CP-000000002”
- “Generate Call script”
- “Generate Call script for 1Euxx0000004CAeCAM”
