Service representatives can use the Asset Service Estimation agent topic to summarize asset performance and telematics data, select specific price books and quantities for multiple products, and apply individual coverage such as warranties, entitlements, or service contracts to each line item. It also helps to create service quotes and draft emails to customers.
Required Editions
| Available in: Lightning Experience |
| Available in: Automotive Cloud, Communications Cloud, Energy and Utilities Cloud, Manufacturing Cloud, Service Cloud, and Media Cloud. View edition availability. |
Here’s how service representatives at manufacturing companies can manage asset services for a customer by using Agentforce.
| Instructions | Example Utterance or User Input | Agent Response | Standard Action Engaged |
|---|---|---|---|
| Generate an asset summary from its record page. | "Summarize the asset record for Marine Generator 2X 2024" | The agent summarizes the asset's telemetry and service data and checks for fault codes. If codes exist, it prompts for a repair estimate. | Summarize Asset Performance |
| Create service estimates. | "Create a repair estimate" | The agent prompts for a work type and shows a list of the associated work types for user selection. | Query Records |
| Select the relevant work type. | "General Service" | The agent searches for matching work types and shows a list of price books containing all products associated with the user selected work type. | Get Pricebooks From WorkType |
| Select the relevant price book. | "Standard Maintenance Price Book" | The agent shows a list of products from the price book, including their prices and a quantity edit box for user input. | Get Product Price Details |
| Select products and the quantity required for the estimate. | "1 Cabin Air Filter and 4 Floor Mats" | The agent shows a list of associated, active coverages for each product that the user can select from. The user can select a different coverage for each product if required. | Get Products with Coverage |
| Select the relevant coverages for each product. |
|
The agent prompts for a manual discount percentage. | - |
| Specify a manual discount and confirm the generation of service quote. | "Apply a 12.5% discount" | The agent requests user confirmation of the selected information and then confirmation to create the quote. Once confirmed, it generates the service quote and presents the final details. | Create Service Quote |
| Send an email to the customer with quote details. | "Draft an email to the customer" | The agent drafts an email using the asset’s contact details and includes the itemized quote information. | Draft Or Revise Email |
If satisfied with the generated quote, accept the quote.