Deploy autonomous agents to handle routine service requests for Automotive loans and leases, eliminating human touch for high-volume, repetitive queries, which optimizes staffing and improves first-contact resolution rates. Verify users, understand requirements, and resolve issues like address updates or fee reversals instantly. This automation reduces cost-to-serve while providing your customers with immediate support availability.
Where: This change applies to Lightning Experience in Enterprise, Performance, Unlimited, and Developer editions with Automotive, Agentforce Employee Agent Add-On, and Vehicle and Asset Finance Foundation enabled.
Who: To use this feature, users need the Industries Service Process, Industry Service Excellence, and Vehicle and Asset Finance Foundation permission sets.
How: To set up the Asset Finance Customer Management agent, on the Agentforce Agents setup page, click New Agent. Then, select the Asset Finance Customer Management template in the Legacy Agent Builder and configure out-of-the-box topics, including:
- Address Update: Update account and financial account addresses.
- Fee Reversal: Process reversals for maintenance or service fees.
- Financial Account Details: Retrieve balances, statements, and transaction histories.
- Funds Transfer: Set up payments between financial accounts.
- Loan Payoff: Get timely information on loan balances and payment details.
Deploy the agent across multiple channels, such as phone, WhatsApp, and your community sites, to provide seamless customer access.