Improve proactive customer service by using the enhanced features of the Asset Service Estimation and Vehicle 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 change applies to Lightning Experience in Enterprise, Performance, Unlimited, and Developer editions with Automotive, Automotive Generative AI, Automotive Agents, Automotive Scheduler, Asset Service Lifecycle Management enabled.
Who: To use the Asset Service Estimation and Vehicle Service Estimation agent topics, users need the Agentforce Default Admin, Automotive Foundation User, Automotive Scheduler, Einstein For Automotive, Industry Service Excellence, Prompt Template Manager, Prompt Template User, and Industries Field Service permission sets.
How: To give users the ability to manage vehicle and 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 or Vehicle Service Estimation topics, launch Agentforce from a vehicle or an asset record page, and specify an utterance, such as Summarize the vehicle record and estimate the vehicle service.