---
schema_version: "1"
id: 59f6228f5326719459bf7b4b63ad3098660b07a001b8b6ffc1beaf0d9c1b2f89
title: Agent Templates in Automotive Cloud
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/auto_genai_auto_agent_templates.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.auto_genai_auto_agent_templates.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 27a6c5aec25d8fc872b824c0dd7220e818ed0749307c4f79d43e62c5f3c00a4d
description: Use the agent templates in Automotive cloud to efficiently run your automotive business by using Agentforce.
products:
  - Automotive
release: "264"
---
# Agent Templates in Automotive Cloud

Use the agent templates in Automotive cloud to efficiently run your automotive business by using Agentforce.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with the Agentforce for Automotive add-on or included in Agentforce 1 Automotive Edition. Requires each user to have the Agentforce for Automotive add-on to access the action.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
      <colgroup>
        <col style="width:50%">
        <col style="width:50%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d126101e73">Agent Template</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d126101e76">Subagents</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="Agent Template" class="slds-cell-wrap" style="vertical-align:top;" headers="d126101e73 "><a href="https://help.salesforce.com/s/articleView?id=ind.auto_genai_asset_fin_mgmt_agent_parent.htm&amp;type=5&amp;language=en_US" target="_blank">Asset Finance
              Management</a></td>

          <td data-label="Subagents" class="slds-cell-wrap" style="vertical-align:top;" headers="d126101e76 "><a name="auto_genai_auto_agent_templates__ul_k3z_ncb_mfc"><!-- --></a>
            <ul id="auto_genai_auto_agent_templates__ul_k3z_ncb_mfc">
              <li><a href="https://help.salesforce.com/s/articleView?id=ind.auto_genai_payment_def_user_topic.htm&amp;release=264.0.0&amp;type=5" title="Customer support reps, account managers, and financial advisors can use the Automotive Payment Deferral subagent to defer recurring loan or lease payments on behalf of customers. Agentforce helps to capture the new terms for the loan or lease payments and check a customer’s eligibility for the deferral request. If eligible, a case is created for the request based on the new terms after the customer gives their consent.">Automotive Payment Deferral</a></li>

              <li><a href="https://help.salesforce.com/s/articleView?id=ind.auto_genai_payment_due_date_user_topic.htm&amp;release=264.0.0&amp;type=5" title="Customer support reps, account managers, and financial advisors can use the Automotive Payment Due Date Modification subagent to modify the due date for recurring loan or lease payments on behalf of customers. Agentforce helps to capture the new terms for the loan or lease payments and check a customer’s eligibility for the due date modification request. If eligible, a case is created for the request based on the new terms after the customer gives their consent.">Automotive Payment Due Date
                  Modification</a></li>

              <li><a href="https://help.salesforce.com/s/articleView?id=ind.auto_genai_fund_transfer_user_topic.htm&amp;language=en_US&amp;type=5" target="_blank">Transfer Funds to Own
                  Account</a></li>

              <li><a href="https://help.salesforce.com/s/articleView?id=ind.auto_genai_address_update_user_topic.htm&amp;language=en_US&amp;type=5" target="_blank">Address Update</a></li>

              <li><a href="https://help.salesforce.com/s/articleView?id=ind.auto_genai_fee_reversal_user_topic.htm&amp;type=5&amp;language=en_US" target="_blank">Fee Reversal</a></li>

              <li><a href="https://help.salesforce.com/s/articleView?id=ind.auto_genai_loan_payoff_user_topic.htm&amp;type=5&amp;language=en_US" target="_blank">Request Loan Payoff
                  Statement</a></li>

              <li><a href="https://help.salesforce.com/s/articleView?id=ind.auto_genai_fin_acc_balances_user_topic.htm&amp;type=5&amp;language=en_US" target="_blank">Financial Account
                  Balances</a></li>

              <li><a href="https://help.salesforce.com/s/articleView?id=ind.auto_genai_fin_acc_transactions_user_topic.htm&amp;type=5&amp;language=en_US" target="_blank">Financial Account
                  Transactions</a></li>

              <li><a href="https://help.salesforce.com/s/articleView?id=ind.auto_genai_fin_acc_statement_user_topic.htm&amp;type=5&amp;language=en_US" target="_blank">Financial Account
                  Statement</a></li>

            </ul>
          </td>

        </tr>
        <tr class="">
          <td data-label="Agent Template" class="slds-cell-wrap" style="vertical-align:top;" headers="d126101e73 "><a href="https://help.salesforce.com/s/articleView?id=ind.auto_genai_asset_svc_mgmt_agent_parent.htm&amp;type=5&amp;language=en_US" target="_blank">Asset Service
              Management</a></td>

          <td data-label="Subagents" class="slds-cell-wrap" style="vertical-align:top;" headers="d126101e76 "><a name="auto_genai_auto_agent_templates__ul_ohv_fsb_mfc"><!-- --></a>
            <ul id="auto_genai_auto_agent_templates__ul_ohv_fsb_mfc">
              <li><a href="https://help.salesforce.com/s/articleView?id=ind.mfg_gen_ai_agentforce_asset_service_estimation_topic.htm&amp;language=en_US" target="_blank">Asset Service
                  Estimation</a></li>

              <li><a href="https://help.salesforce.com/s/articleView?id=ind.mfg_gen_ai_agentforce_asset_service_work_order_management_topic.htm&amp;language=en_US" target="_blank">Asset Service Work Order
                  Management</a></li>

              <li><a href="https://help.salesforce.com/s/articleView?id=ind.auto_genai_veh_svc_est_topic.htm&amp;release=264.0.0&amp;type=5" title="Service representatives can use the Vehicle Service Estimation subagent to summarize vehicle performance and telemetry data, create quotes for vehicle services, and draft emails to customers.">Vehicle Service Estimation</a></li>

              <li><a href="https://help.salesforce.com/s/articleView?id=ind.auto_genai_veh_svc_wo_est_topic.htm&amp;release=264.0.0&amp;type=5" title="Service reps in an original equipment manufacturing company can use the Vehicle Service Work Order Management subagent to create work orders based on quotes selected by a user and draft emails to customers.">Vehicle Service Work Order Management</a></li>

            </ul>
          </td>

        </tr>
        <tr class="">
          <td data-label="Agent Template" class="slds-cell-wrap" style="vertical-align:top;" headers="d126101e73 "><a href="https://help.salesforce.com/s/articleView?id=xcloud.chrm_genai_agentforce_bucket_parent.htm&amp;type=5&amp;language=en_US" target="_blank">Channel Revenue
              Management</a></td>

          <td data-label="Subagents" class="slds-cell-wrap" style="vertical-align:top;" headers="d126101e76 "><a href="https://help.salesforce.com/s/articleView?id=xcloud.chrm_genai_agentforce_rebate_payout_insight_topic.htm&amp;type=5&amp;language=en_US" target="_blank">Rebate Payout Insight</a></td>

        </tr>
        <tr class="">
          <td data-label="Agent Template" class="slds-cell-wrap" style="vertical-align:top;" headers="d126101e73 "><a href="https://help.salesforce.com/s/articleView?id=ind.agent_ref_collections.htm&amp;type=5&amp;language=en_US" target="_blank">Collections and Recovery
              Assistance</a></td>

          <td data-label="Subagents" class="slds-cell-wrap" style="vertical-align:top;" headers="d126101e76 "><a name="auto_genai_auto_agent_templates__ul_cmn_fsx_fgc"><!-- --></a>
            <ul id="auto_genai_auto_agent_templates__ul_cmn_fsx_fgc">
              <li><a href="https://help.salesforce.com/s/articleView?id=ind.agent_ref_collections_topics.htm&amp;type=5&amp;language=en_US" target="_blank">Collections and Recovery
                  Assistance Reference</a></li>

              <li><a href="https://help.salesforce.com/s/articleView?id=ind.agent_ref_collections_customer_assistance_topics.htm&amp;type=5&amp;language=en_US" target="_blank">Collections and Recovery
                  Customer Assistance Reference</a></li>

            </ul>
          </td>

        </tr>
        <tr class="">
          <td data-label="Agent Template" class="slds-cell-wrap" style="vertical-align:top;" headers="d126101e73 "><a href="https://help.salesforce.com/s/articleView?id=ind.auto_genai_ind_cust_engagement_agent_parent.htm&amp;type=5&amp;language=en_US" target="_blank">Industries Customer
              Engagement</a></td>

          <td data-label="Subagents" class="slds-cell-wrap" style="vertical-align:top;" headers="d126101e76 "><a name="auto_genai_auto_agent_templates__ul_zwn_vyn_lfc"><!-- --></a>
            <ul id="auto_genai_auto_agent_templates__ul_zwn_vyn_lfc">
              <li><a href="https://help.salesforce.com/s/articleView?id=ind.auto_genai_driver_account_summ_topic.htm&amp;release=264.0.0&amp;type=5" title="Sales or service representatives in an automotive company can use the Driver Account Summary subagent to summarize customer accounts and their vehicles. Agentforce also helps to create tasks based on the vehicle summaries.">Driver Account Summary</a></li>

              <li><a href="https://help.salesforce.com/s/articleView?id=ind.auto_genai_driver_fin_acc_summ_topic.htm&amp;release=264.0.0&amp;type=5" title="Sales or service representatives in an automotive company can use the Driver Finance Account Summary subagent to summarize the financial information of a customer account and the associated financial accounts. Agentforce also helps to create tasks based on the financial account summaries.">Driver Finance Account Summary</a></li>

              <li><a href="https://help.salesforce.com/s/articleView?id=ind.auto_genai_dealer_search_agent_topic.htm&amp;type=5&amp;language=en_US" target="_blank">Dealer Search
                  Generic</a></li>

              <li><a href="https://help.salesforce.com/s/articleView?id=ind.auto_genai_dealer_search_svc_appt_agent_topic.htm&amp;release=264.0.0&amp;type=5" title="Sales or service representatives in an automotive company can use the Dealer Search Vehicle Service subagent to search for location-based dealerships on behalf of customers, summarize dealers, capture opportunities, and schedule service appointments.">Dealer Search Vehicle Service</a></li>

              <li><a href="https://help.salesforce.com/s/articleView?id=ind.auto_genai_dealer_search_test_drives_agent_topic.htm&amp;release=264.0.0&amp;type=5" title="Sales or service representatives in an automotive company can use the Dealer Search Test Drive subagent to search for location-based dealerships on behalf of customers, summarize dealers, capture opportunities, and schedule test drives.">Dealer Search Test Drive</a></li>

            </ul>
          </td>

        </tr>
        <tr class="">
          <td data-label="Agent Template" class="slds-cell-wrap" style="vertical-align:top;" headers="d126101e73 "><a href="https://help.salesforce.com/s/articleView?id=ind.auto_genai_ind_sales_assistance_agent_parent.htm&amp;type=5&amp;language=en_US" target="_blank">Automotive Sales
              Concierge</a></td>

          <td data-label="Subagents" class="slds-cell-wrap" style="vertical-align:top;" headers="d126101e76 ">
            <ul>
              <li><a href="https://help.salesforce.com/s/articleView?id=ind.auto_genai_sales_concierge_agent_topic.htm&amp;release=264.0.0&amp;type=5" title="The Automotive Sales Concierge agent subagent offers a centralized solution to craft a personalized purchase experience for every customer. Sales representatives in an automotive company can use the Automotive Sales Concierge subagent to summarize vehicle and customer details, search new vehicles and assets for sale, search for products and relevant accessories, search for dealers, capture opportunities and quotes, schedule test drives, and initiate trade-in appraisals. This subagent provides a conversational AI assistant, helping sales reps to interact with the system using natural language and perform complex sales tasks, all in one flow, significantly reducing manual effort and improving customer engagement.">Automotive Sales Concierge</a></li>

              <li><a href="https://help.salesforce.com/s/articleView?id=ind.mfg_gen_ai_agentforce_topic_industries_sales_concierge.htm&amp;type=5&amp;language=en_US" target="_blank">Industries Sales
                  Concierge</a></li>

            </ul>
          </td>

        </tr>
        <tr class="">
          <td data-label="Agent Template" class="slds-cell-wrap" style="vertical-align:top;" headers="d126101e73 "><a href="https://help.salesforce.com/s/articleView?id=ind.auto_genai_ind_sales_conc_for_partners_agent_parent.htm&amp;release=264.0.0&amp;type=5" title="Use AI-assisted task automation to help partners at Automotive dealerships or original equipment manufacturers (OEM) to efficiently streamline the sales life-cycle of products, such as vehicles and parts. This agent helps to search for vehicles, products, and relevant accessories, facilitate actions such as creating opportunities and quotes, initiating appraisals, booking test drives, and drafting emails.">Automotive Sales Concierge for Partners</a></td>

          <td data-label="Subagents" class="slds-cell-wrap" style="vertical-align:top;" headers="d126101e76 "><a href="https://help.salesforce.com/s/articleView?id=ind.auto_genai_sales_concierge_for_partners_agent_topic.htm&amp;release=264.0.0&amp;type=5" title="Partner users can use the Automotive Sales Concierge for Partners subagent from an Experience Cloud site to search new vehicles for sale and related accessories, capture sales opportunities, create quotes, schedule test drives, initiate trade-in appraisals, and draft emails.">Automotive Sales Concierge for Partners</a></td>

        </tr>
        <tr class="">
          <td data-label="Agent Template" class="slds-cell-wrap" style="vertical-align:top;" headers="d126101e73 "><a href="https://help.salesforce.com/s/articleView?id=ind.auto_genai_warranty_claims_mgmt_agent_parent.htm&amp;release=264.0.0&amp;type=5" title="Streamline the warranty life-cycle of vehicles, assets, or parts and help service reps gather information regarding warranties through AI-assistance. This agent helps to generate summaries of submitted warranty claims, check the status of claims, and validate the warranty information of their vehicles, assets, or parts. Service reps can also figure out warranty coverage for serializable and non-serializable parts as per requirements.">Automotive Warranty Claims Assistance</a></td>

          <td data-label="Subagents" class="slds-cell-wrap" style="vertical-align:top;" headers="d126101e76 "><a href="https://help.salesforce.com/s/articleView?id=ind.auto_genai_warranty_claims_mgm_topic.htm&amp;release=264.0.0&amp;type=5" title="Service reps in an Automotive original equipment manufacturer (OEM) can use the Automotive Warranty Claims Management subagent to summarize submitted warranty claims, check the status of their claims, and validate the warranty information of their vehicles, assets, or parts. This subagent provides a conversational AI assistant, helping service reps to interact with the system using natural language and query information specific to the warranty lifecycle of products and parts, all in one flow.">Automotive Warranty Claims Management</a></td>

        </tr>
        <tr class="">
          <td data-label="Agent Template" class="slds-cell-wrap" style="vertical-align:top;" headers="d126101e73 "><a href="https://help.salesforce.com/s/articleView?id=ind.auto_genai_warranty_claims_mgmt_for_partners_agent_parent.htm&amp;release=264.0.0&amp;type=5" title="Streamline the warranty life-cycle of vehicles, assets, or parts and help customers and partner users gather information regarding warranties through AI-assistance. This agent helps to generate summaries of submitted warranty claims, check the status of claims, and validate the warranty information of their vehicles, assets, or parts. Users can also figure out warranty coverage for serializable and non-serializable parts as per requirements.">Automotive Warranty Claims Assistance for
              Partners</a></td>

          <td data-label="Subagents" class="slds-cell-wrap" style="vertical-align:top;" headers="d126101e76 "><a href="https://help.salesforce.com/s/articleView?id=ind.auto_genai_auto_warranty_claims_mgmt_topic.htm&amp;release=264.0.0&amp;type=5" title="Customers or partners can use the Automotive Warranty Claims Management subagent from an Experience Cloud site to summarize submitted warranty claims, check the status of their claims, and validate the warranty information of their vehicles, assets, or parts.">Automotive Warranty Claims Management</a></td>

        </tr>
        <tr class="">
          <td data-label="Agent Template" class="slds-cell-wrap" style="vertical-align:top;" headers="d126101e73 "><a href="https://help.salesforce.com/s/articleView?id=ind.auto_genai_inv_mgmt_agentforce_pointer.htm&amp;type=5&amp;language=en_US" target="_blank">Inventory Management</a></td>

          <td data-label="Subagents" class="slds-cell-wrap" style="vertical-align:top;" headers="d126101e76 "><a href="https://help.salesforce.com/s/articleView?id=ind.mfg_gen_ai_agentforce_inventory_management_topic.htm&amp;type=5&amp;language=en_US" target="_blank">Inventory Management</a></td>

        </tr>
        <tr class="">
          <td data-label="Agent Template" class="slds-cell-wrap" style="vertical-align:top;" headers="d126101e73 "><a href="https://help.salesforce.com/s/articleView?id=ind.auto_genai_sales_planning_agentforce_pointer.htm&amp;type=5&amp;language=en_US" target="_blank">Sales Planning</a></td>

          <td data-label="Subagents" class="slds-cell-wrap" style="vertical-align:top;" headers="d126101e76 "><a name="auto_genai_auto_agent_templates__ul_rf3_qkd_dgc"><!-- --></a>
            <ul id="auto_genai_auto_agent_templates__ul_rf3_qkd_dgc">
              <li><a href="https://help.salesforce.com/s/articleView?id=ind.mfg_gen_ai_agentforce_sales_agreement_management_topic.htm&amp;type=5&amp;language=en_US" target="_blank">Sales Agreement
                  Management</a></li>

              <li><a href="https://help.salesforce.com/s/articleView?id=ind.mfg_gen_ai_agentforce_sales_agreement_bulk_update_topic.htm&amp;type=5&amp;language=en_US" target="_blank">Sales Agreement Bulk
                  Update</a></li>

              <li><a href="https://help.salesforce.com/s/articleView?id=ind.mfg_gen_ai_agentforce_forecast_to_opportunity_topic.htm&amp;type=5&amp;language=en_US" target="_blank">Program Forecasts to
                  Opportunities</a></li>

            </ul>
          </td>

        </tr>
      </tbody>
    </table>

![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-automotive-264-0-0-production-enus/55098325-b838-4fed-9e79-8cfa2d7b33a3/images/icon_tip.png)

Tip Check out this feature in Salesforce Go! Find a guided setup experience, explore more content, discover related features, and monitor feature usage. See [Discover and Set Up Features With Salesforce Go](https://help.salesforce.com/s/articleView?id=xcloud.setup_salesforce_go.htm&type=5&language=en_US).