Provide banking assistance to help both customers and service reps process routine and complex banking requests across voice and Slack channels.
- Extend Banking Service Customer Assistance to the Voice Channel
Use Agentforce Voice to provide 24/7 phone support for banking customers. The voice-enabled agent understands requests in natural language, completes supported banking service tasks, verifies callers with one-time passcodes, and transfers the call to service representative when the caller needs human assistance. - Resolve Customer Issues with Banking Service Employee Assistance on Slack
Banking Service Employee Assistance brings customer context, relevant knowledge, and in-workflow actions into Slack, so service reps no longer have to switch between banking systems to resolve customer issues.