Service reps in an original equipment manufacturing company can use the Vehicle Service Work Order Management subagent to create work orders based on quotes selected by a user 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. |
Examples of Utterances That Trigger This Subagent
- “Create a work order for this quote for the Neogen account”
- “Show me the list of active and accepted quotes for the Neogen LXi vehicle”
Example Here’s how service reps at automotive companies can manage vehicle service work orders
for a customer by using Agentforce.
| Instructions | Example Utterance or User Input | Agent response | Standard Action Engaged |
|---|---|---|---|
| Get active and approved quotes for a vehicle to generate a work order. | Show me the list of active and accepted quotes for this vehicle. | The agent generates a list of approved quotes for user selection. | Get Service Quote |
| Generate a vehicle service work order for a quote. | "Create a work order for this quote" | The agent creates a vehicle service work order and presents the details. | Create Service Work Order |
| Send an email to the customer about the work order details. | "Yes, email the work order details to the customer" | The agent drafts an email using the quote’s details and includes the work order information. | Draft or Revise Email |
You can also generate a service work order after using the Vehicle Service Estimation subagent and generating a work order for the created quote.