The Request Loan Payoff Statement subagent collects details such as the selected loan
account, future payoff date, and delivery method. Confirms all details and creates a case to
fulfill the request.
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.
|
Examples of Utterances That Trigger This Subagent
- "How do I request a loan payoff statement?"
- “Can you send me the loan payoff details?”
