Subagent: Fee Reversal

The Fee Reversal subagent collects financial account details, displays all relevant fee transactions, and prompts the user to select the specific transaction to create a case for reversal.

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.

Subagent Details

API Name

FeeReversal

Included Agent Actions

Identify Record By Name

Query Records

Get Topic Config

Get Financial Accounts for an Account

Create Case for Fee Reversal

Required Setup

Fee Reversal

Examples of Utterances That Trigger This Subagent

"Process the reversal for the late payment fee."
"Reverse the transaction fee disputed by the customer."

Guidelines and Considerations

The Fee Reversal subagent doesn't automatically send any email notifications upon processing a reversal. However, users with Manage Agentforce Employee Agents permission can modify the existing configuration to add this functionality if needed.