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.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer 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. |
Considerations
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This subagent retrieves data from the Application Form object, which requires the Vehicle and Asset Lending license. Customers without this license need to update the standard flow, Get Financial Account Summary Details.
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The actions Summarize Customer Finance Profile and Summarize Financial Account for Customer utilize flows to retrieve data from their respective objects. Ensure these objects are accessible and contain relevant information. If not, the default flow implementation should be overridden with a custom one.
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The financial account summary displays a count of all open cases, followed by the three most recently created cases.
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The summaries for account and financial account do not show the currency codes. Customers need to add the relevant currency codes to the applicable fields in the prompt instructions of the flows for the respective predefined actions.
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When fetching the financial accounts for an account, the top five records are shown, sorted by Opening Date (with null values appearing last).
Examples of Utterances That Trigger This Subagent
- “Generate a summary for the Neogen Loan account”
- “Summarize the Neogen LXi vehicle loan”
| Instructions | Example Utterance or User Input | Agent response | Standard Action Engaged |
|---|---|---|---|
| Generate a summary for the financial information of a customer from the account record page. | "Summarize the financial information for this account" | The agent summarizes the financial information of the account in a detailed list, including information such as, financial accounts, application forms, and opportunities. | Summarize Customer Finance Profile |
| Get a list of the financial accounts associated with the account. | "Get all the financial accounts for this account" | The agent shows a list of the associated financial accounts. | Get Vehicles for a Customer |
| Select the relevant financial account and generate a summary. | John's Car Loan | The agent summarizes the financial account in a detailed list, including information such as parties, statements, fees, and balances. | Summarize Financial Account for Customer |
Create a to-do for an account by selecting the option from the action recommendations on the Agentforce window.