Use the Agentforce Banking Service Customer Assistance agent template to create agents that serve your banking customers across multiple channels. Resolve inquiries faster by connecting with customers on voice, WhatsApp, and third-party websites.
- Transform Digital Customer Experience with Agentforce Banking Service Customer Assistance
Support your customers with an AI-powered self-service that autonomously creates cases for banking inquiries and helps them with their queries. The agent securely verifies customer identity to access sensitive account information. This integrated verification helps customers complete tasks without switching screens. For complex service requests, the agent conversationally escalates the interaction to live service representatives with full context. - Engage Banking Customers on WhatsApp
Your customers can securely raise requests for banking services on WhatsApp. Route banking customer inquiries from WhatsApp to the Agentforce Banking Service Customer Assistance agent with the prebuilt Route Messaging Session to Banking Service Agent Omni-Channel flow. Offer quick resolution to reduce friction and call volume by meeting customer demands where they communicate daily. - Extend Banking Support to Third-Party Websites
Use a prebuilt flow to route banking service inquiries from third-party websites or your bank's secure internet portal to the agent. Embed the Agentforce Banking Service Customer Assistance agent to securely manage interactions for guest users, recognize logged-in users, and initiate customer authentication on third-party websites. - Enhance Transaction Inquiries with Natural Language
Help your users find transactions by using natural language. The updated Get Transaction agent action now uses LLMs (Large Language Models) to understand complex, multilayered requests. For example, users can ask for "all debits over $500 from the last month". In addition, with three new Lightning Web Components, the agent can show financial accounts, balances, and transactions more clearly in the Agentforce Banking Service Employee Assistance console and Banking Service Customer Assistance chat interface.