The Funds Transfer to Own Account subagent retrieves all financial accounts associated
with the customer, checks for any account restraints, and prompts the user to select the
transfer type. The subagent then gathers the required details and creates a case for funds
transfer.
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 |
FundsTfrToOwnAcctRequest |
| Included Agent Actions |
|
Examples of Utterances That Trigger This Subagent
- "Initiate a loan payment of $450 from my account"
- "Initiate a loan payment from my Savings account to Lease account"
