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.

Required Editions

Available in: Lightning Experience

Available in: View product and edition availability.

User Permissions Needed
To create promise-to-pay agreements:	Collections and Recovery Specialist
To use Agentforce:	Use Agentforce Default Agent user permission
To run prompt templates:	Execute Prompt Templates user permission

Subagent Details

API Name

PromiseToPayAgreements

Included Agent Actions

Query Records

Identify Record by Name

Get Record Details

Create Promise to Pay

Example Utterances

“Create promise to pay for collection plan.”
“Create promise to pay for Julia Green's collection for full amount in 2 installments on 25th of next two months.”
“Create promise to pay for collection plan with name CP-000000015.”
“Create promise to pay for collection plan with name CP-000000015 for amount of 1000. Make two part payments of 200 and 800 for dates 28 Feb and 12 Mar.”