Improve proactive customer service by using the enhanced features of the Asset 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, and Unlimited editions with the Agentforce for Manufacturing add-on license or included in Agentforce 1 Manufacturing Edition.
Who: To use the Asset Service Estimation topic, users need the Agentforce Default Admin, Scheduler, Einstein For Manufacturing, Industry Service Excellence, Prompt Template Manager, Prompt Template User, and Industries Field Service permission sets.
Why: Manual service estimation processes can be error-prone and slow, particularly when calculating costs with multiple entitlements, warranties, and discounts. The agent streamlines selection of entitlement coverage, applies automated discounts, and calculates prices per quote line item, improving quote accuracy, decision-making, and service efficiency for your users.
How: To give users the ability to manage 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 topic, launch the Agentforce panel, and specify an utterance, such as ‘Give me repair estimates for this Asset.’