Give complaint handlers a head start by delegating repetitive manual work to the Complaint Management Assistance agent. The agent searches and analyzes standard operating procedures, complaint assessments, and past complaints to find similar complaints and propose the correct course of action. Use these insights to create effective resolution summaries and generate professional responses to close complaints with greater confidence.
Where: This change applies to Lightning Experience in Professional, Enterprise, and Unlimited editions with Agentforce Financial Services, formerly Financial Services Cloud, the Agentforce Employee Agent add-on, Universal Credit Metering, and Einstein for Financial Services add-on. The Agentforce Employee agent uses Flex Credits under the Salesforce Foundations Entitlements model.
How: In Setup, in the Agentforce settings, create an agent by using the Complaint Management Assistance template.