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.
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. |
Note Users must create an agent for Asset Service Management again if they upgraded their org
from the 258 release to the 260 release for certain enhancement actions to reflect.
Subagent Details
| API Name | VehicleServiceEstimation |
| Included Agent Actions |
|
Examples of Utterances That Trigger This Subagent
- “Generate a repair estimate for the Neogen account”
- “Summarize the Neogen LXi vehicle”
Example Here’s how service representatives at automotive companies can manage vehicle services
for a customer by using Agentforce.
| Instructions | Example Utterance or User Input | Agent response | Standard Action Engaged |
|---|---|---|---|
| Generate a vehicle summary from its record page. | "Summarize this vehicle." | The agent summarizes the vehicle telemetry and service data in a detailed list. If fault codes exist, the agent prompts the user to estimate repairs. | Summarize Vehicle Performance |
| Create service estimates. | "Create a repair estimate" | The agent prompts for a work type and shows a list of the associated work types for user selection. | Query Records(to get the work types) |
| Select the relevant work type. | General Service | The agent shows a list of the price books containing all the products associated with the user selected work type. | Get Pricebooks From WorkType |
| Select the relevant price book. | Store Price book | The agent shows a list of product records in the price book along with their prices that the user can select from as well as provide the required quantities for each selected product. | Get Product Price Details |
| Select the products and the quantity of each required for the estimate. |
|
The agent shows a list of associated, active coverages for each product that the user can select from. The user can select a different coverage for each product if required. | Get Products with Coverage |
| Select the relevant coverages for each product. |
|
The prompts for a manual discount percentage. | |
|
Specify a manual discount and confirm the generation of the service quote. Note A service quote could still be generated by the agent even if users haven't
selected any product.
|
12.5% | The agent asks for user confirmation before generating a service quote based on the user selected information and then presents the details of the quote. After presenting the quote details, the agent asks for user confirmation again before creating the quote. | Create Service Quote |
|
Send an email to the customer about the quote details. Note To send out emails properly, users must link a contact to the selected asset
or vehicle.
|
"Draft an email to the customer" | The agent drafts an email using the vehicle’s details and includes the quote information. | Draft or Revise Email |
If satisfied with the generated quote, accept the quote.