---
schema_version: "1"
id: 772beca4504bc913a9251e92a76331be3b758c88fd655a9d2a951ef198e17f25
title: "Agent Topic: Asset Service Estimation"
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/aslm_agentforce_asset_service_estimation_topic.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.aslm_agentforce_asset_service_estimation_topic.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 08c1f904bf85741221d5c126b759036fc3bb5c56148986b2be3aeb337046328d
description: 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.
products:
  - Industry Solutions
  - Cross Cloud
release: "264"
---
# Agent Topic: Asset Service Estimation

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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Automotive Cloud, Communications Cloud, Energy and Utilities Cloud, Manufacturing Cloud, Service Cloud, and Media Cloud. <a href="https://help.salesforce.com/s/articleView?id=xcloud.aslm_editions.htm&amp;language=en_US&amp;type=5" target="_blank">View edition availability</a>.</td></tr></tbody></table>

Here’s how service representatives at manufacturing companies can manage asset services for a customer by using Agentforce.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
      <colgroup>
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          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d40793e69"><strong>Instructions</strong></th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d40793e73"><strong>Example Utterance or User Input</strong></th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d40793e77"><strong>Agent Response</strong></th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d40793e81"><strong>Standard Action Engaged</strong></th>
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          <td data-label="Instructions" class="slds-cell-wrap" style="vertical-align:top;" headers="d40793e69 ">Generate an asset summary from its record page.</td>

          <td data-label="Example Utterance or User Input" class="slds-cell-wrap" style="vertical-align:top;" headers="d40793e73 ">"Summarize the asset record for Marine Generator 2X 2024"</td>

          <td data-label="Agent Response" class="slds-cell-wrap" style="vertical-align:top;" headers="d40793e77 ">The agent summarizes the asset's telemetry and service data and checks for fault
            codes. If codes exist, it prompts for a repair estimate.</td>

          <td data-label="Standard Action Engaged" class="slds-cell-wrap" style="vertical-align:top;" headers="d40793e81 "><a href="https://help.salesforce.com/s/articleView?id=ai.agent_ref_summ_asset_perf.htm&amp;language=en_US" target="_blank">Summarize Asset Performance</a></td>

        </tr>
        <tr class="">
          <td data-label="Instructions" class="slds-cell-wrap" style="vertical-align:top;" headers="d40793e69 ">Create service estimates.</td>

          <td data-label="Example Utterance or User Input" class="slds-cell-wrap" style="vertical-align:top;" headers="d40793e73 ">"Create a repair estimate"</td>

          <td data-label="Agent Response" class="slds-cell-wrap" style="vertical-align:top;" headers="d40793e77 ">The agent prompts for a work type and shows a list of the associated work types
            for user selection.</td>

          <td data-label="Standard Action Engaged" class="slds-cell-wrap" style="vertical-align:top;" headers="d40793e81 "><a href="https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_query_records.htm&amp;type=5&amp;language=en_US" target="_blank">Query Records</a></td>

        </tr>
        <tr class="">
          <td data-label="Instructions" class="slds-cell-wrap" style="vertical-align:top;" headers="d40793e69 ">Select the relevant work type.</td>

          <td data-label="Example Utterance or User Input" class="slds-cell-wrap" style="vertical-align:top;" headers="d40793e73 ">"General Service"</td>

          <td data-label="Agent Response" class="slds-cell-wrap" style="vertical-align:top;" headers="d40793e77 ">The agent searches for matching work types and shows a list of price books
            containing all products associated with the user selected work type.</td>

          <td data-label="Standard Action Engaged" class="slds-cell-wrap" style="vertical-align:top;" headers="d40793e81 ">Get Pricebooks From WorkType</td>

        </tr>
        <tr class="">
          <td data-label="Instructions" class="slds-cell-wrap" style="vertical-align:top;" headers="d40793e69 ">Select the relevant price book.</td>

          <td data-label="Example Utterance or User Input" class="slds-cell-wrap" style="vertical-align:top;" headers="d40793e73 ">"Standard Maintenance Price Book"</td>

          <td data-label="Agent Response" class="slds-cell-wrap" style="vertical-align:top;" headers="d40793e77 ">The agent shows a list of products from the price book, including their prices
            and a quantity edit box for user input.</td>

          <td data-label="Standard Action Engaged" class="slds-cell-wrap" style="vertical-align:top;" headers="d40793e81 ">Get Product Price Details</td>

        </tr>
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          <td data-label="Instructions" class="slds-cell-wrap" style="vertical-align:top;" headers="d40793e69 ">Select products and the quantity required for the estimate.</td>

          <td data-label="Example Utterance or User Input" class="slds-cell-wrap" style="vertical-align:top;" headers="d40793e73 ">"1 Cabin Air Filter and 4 Floor Mats"</td>

          <td data-label="Agent Response" class="slds-cell-wrap" style="vertical-align:top;" headers="d40793e77 ">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.</td>

          <td data-label="Standard Action Engaged" class="slds-cell-wrap" style="vertical-align:top;" headers="d40793e81 ">Get Products with Coverage</td>

        </tr>
        <tr class="">
          <td data-label="Instructions" class="slds-cell-wrap" style="vertical-align:top;" headers="d40793e69 ">Select the relevant coverages for each product.</td>

          <td data-label="Example Utterance or User Input" class="slds-cell-wrap" style="vertical-align:top;" headers="d40793e73 "><a name="aslm_agentforce_asset_service_estimation_topic__ul_hkb_jpd_13c"><!-- --></a>
            <ul id="aslm_agentforce_asset_service_estimation_topic__ul_hkb_jpd_13c">
              <li>Asset Warranties</li>

              <li>Service Contract</li>

              <li>Entitlement</li>

            </ul>
          </td>

          <td data-label="Agent Response" class="slds-cell-wrap" style="vertical-align:top;" headers="d40793e77 ">The agent prompts for a manual discount percentage.</td>

          <td data-label="Standard Action Engaged" class="slds-cell-wrap" style="vertical-align:top;" headers="d40793e81 ">-</td>

        </tr>
        <tr class="">
          <td data-label="Instructions" class="slds-cell-wrap" style="vertical-align:top;" headers="d40793e69 ">Specify a manual discount and confirm the generation of service quote.</td>

          <td data-label="Example Utterance or User Input" class="slds-cell-wrap" style="vertical-align:top;" headers="d40793e73 ">"Apply a 12.5% discount"</td>

          <td data-label="Agent Response" class="slds-cell-wrap" style="vertical-align:top;" headers="d40793e77 ">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.</td>

          <td data-label="Standard Action Engaged" class="slds-cell-wrap" style="vertical-align:top;" headers="d40793e81 "><a href="https://help.salesforce.com/s/articleView?id=ai.agent_ref_create_svc_quote.htm&amp;type=5&amp;language=en_US" target="_blank">Create Service Quote </a></td>

        </tr>
        <tr class="">
          <td data-label="Instructions" class="slds-cell-wrap" style="vertical-align:top;" headers="d40793e69 ">Send an email to the customer with quote details.</td>

          <td data-label="Example Utterance or User Input" class="slds-cell-wrap" style="vertical-align:top;" headers="d40793e73 ">"Draft an email to the customer"</td>

          <td data-label="Agent Response" class="slds-cell-wrap" style="vertical-align:top;" headers="d40793e77 ">The agent drafts an email using the asset’s contact details and includes the
            itemized quote information.</td>

          <td data-label="Standard Action Engaged" class="slds-cell-wrap" style="vertical-align:top;" headers="d40793e81 "><a href="https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_draft_or_revise_email.htm&amp;type=5&amp;language=en_US" target="_blank">Draft Or Revise Email</a></td>

        </tr>
      </tbody>
    </table>

If satisfied with the generated quote, accept the quote.

## Examples of Utterances That Trigger This Topic

- "Summarize the asset record"
- “Give repair estimates for this Asset.”
- "Summarize the telemetry information for this asset record"
- "Show me the relevant price books for this work type"
- "Draft an email to the customer with the quote details"