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.
Where: This change applies to Lightning Experience in Professional, Enterprise, and Unlimited editions with Financial Services Cloud, the Agentforce Service Agent add-on, the Service Cloud Voice add-on, Universal Credit Metering, and the Einstein for Financial Services add-on. It’s available in Salesforce orgs that use Service Cloud Voice with Amazon Connect.
How: In the New Agentforce Builder, create a voice-enabled agent from the Banking Service Customer Assistance template. Next, add a telephony connection and configure its voice settings.