Transform the support experience with instant email resolutions for routine customer inquiries and fewer cases in your service reps' queue. Banking Service Customer Assistance now interacts directly with customers over email threads to clarify details and resolve banking tasks, such as transaction checks, balance inquiries, without human intervention.
Where: This change applies to Lightning Experience in Professional, Enterprise, and Unlimited editions with Agentforce Financial Services (formerly Financial Services Cloud) and the Agentforce for Financial Services add-on license. The Agentforce Service agent uses Flex Credits under the Salesforce Foundations Entitlements model.