AI Agent for Mobile Plan Management

Mobile Plan Assistance is a conversational specialized AI agent that helps employees manage corporate mobile service plans and connectivity. Use this agent to upgrade or downgrade cellular plans, activate international roaming packages, manage data add-on, and prevent overage charges. This agent ensures global connectivity while optimizing costs.

Required Editions

Available in: Lightning Experience

Available in: Enterprise, Performance, and Unlimited Editions with Agentforce IT Service.

Service Catalog Items

This specialized agent automatically uses these SCI templates to fulfill your request. You can configure additional service catalog item templates to support similar applications and request types.

Agent Actions

These actions run automatically during your conversation with the specialized agent.

Example

Activating international roaming for business travel

Scenario: William is traveling to Japan for a conference and needs international roaming on his company phone.

William: I'm traveling to Japan next week for 5 days. Can you activate international roaming on my work phone?
AI Agent: I can activate roaming for you. To confirm before I proceed, is your mobile number ending in 4782, and do you need data, voice, and text or just data?
William: Yes, that's my number, and I'll need data, voice, and text.
AI Agent: International roaming for Japan has been activated on your number ending in 4782 with unlimited data, voice, and text from March 28 to April 2. There are no additional charges under your corporate plan. Your phone will automatically connect when you land. Have a safe trip!