Improve proactive customer service by using the enhanced features of the Asset Service Estimation agent topics as part of the Asset Service Management agent. Efficiently select price books for a chosen service work type, the relevant products and their quantities. Choose to specify a different coverage for each product and simplify the process of incorporating asset warranties, entitlements, or service contracts. Create a more enriched quote with the specific discount details for each selected product. Create work orders with an asset’s account ID and with the asset name and work type name in the subject
Where: This feature is available in Lightning Experience for Automotive, Communications, Energy and Utilities, Manufacturing, and Media, where Asset Service Lifecycle Management and the industry specific Agentforce add-ons are enabled.
Who: To use the Asset Service Estimation agent topics, users need the Agentforce Default Admin, Scheduler, Industry Service Excellence, Prompt Template Manager, Prompt Template User, Industries Field Service and industry specific permission sets.
How: To give users the ability to manage asset services for customers by using an AI agent, in Setup, on the Agentforce Agents page, click New Agent. Then, select the Asset Service Management agent in Agent Builder.
To use the Asset Service Estimation topic, launch the Agentforce panel, and specify an utternace, such as Give me repair estimates for this Asset..