Help students efficiently manage their accounts with the Student Financials Agent, which includes topics and actions that call on preconfigured flows and invocable actions. Students can chat with the agent to view their current balances, ask for fee breakdowns, and request more information about specific fees.
Where: This change applies to Lightning Experience in Enterprise, Unlimited, and Developer editions where the Education Cloud license and the applicable Agentforce add-on license are enabled.
Who: Users with the Education Cloud Full Access permission set can configure the Student Financials Agent. Additionally, logged in student users can use the Student Financials Agent.
How: In Setup, find and select Set Up Education Cloud. Enable Turn On Student Financial Account Management Agent.