Agentforce for Asset Service Management

Helps service representatives create summaries, generate quotes, and draft customer communications using conversational interactions.

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.

Note The user interface of this product is available in English only and may not be fully supported in other languages.

• Set Up Agentforce for Asset Service Management
  Set up and configure features to use agentforce for Asset Service Management. Before creating an agent using this template, you must set up Data Cloud.
• Create an Agent from the Asset Service Management Template
  Create an agent using the Asset Service Management template to help users easily summarize asset performance and telematics data, generate quotes, and draft customer emails.
• 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.
• Agent Topic: Asset Service Work Order Management
  Service representatives can use the Asset Service Management agent topic to retrieve accepted quotes, create work orders, and draft emails to share work order details with customers.