Help your front office teams prepare for client interactions by generating summary documents from one or more objects directly within an agent conversation. With the Pre-Meeting Assistance topic, the Banking Relationship Assistance agent template uses the Create Summary Document action to produce tearsheets in the Microsoft Word, PowerPoint, or PDF formats. Users can quickly generate documents by specifying the name, template, and format using data from records.
Where: This change applies to Lightning Experience in Enterprise and Unlimited editions with the Agentforce for Financial Services add-on license or included in Agentforce 1 Financial Services Edition. The Agentforce Employee agent uses Flex Credits under the Salesforce Foundations Entitlements model.
How: To set up the Banking Relationship Assistance template, on the Agentforce Agents Setup page, click New Agent. Then, select the Banking Relationship Assistance in the Legacy Agent Builder. Or add the Pre-Meeting Assistance topic from the asset library. Instruct your relationship managers to engage with the AI Assistance in the commercial banking console app.