Better assist customers who are unable to meet their payment schedules. Automate deferment requests or due date changes, and automatically assess eligibility, finalize the new terms, and communicate revised terms with the help of a pre-built AI agent skill.
Overview:
Unleash digital labor to transform the end-to-end service experience for fleet owners, drivers, or partners. Now an AI agent can help your service teams by automating key repetitive tasks, like automating due date changes or deferment requests for recurring loan or lease payments, verifying the customer's eligibility, finalizing the new terms, automatically assessing eligibility, and communicating revised terms to customers or internal stakeholders. The service processes skill, including the Payment Deferral and Due Date Change topics, are available out-of-the-box for automotive customers, so you can get up and running fast.
Actions Invoked:
Get Automotive Financial Accounts, Get Updated Terms for Due Date Modification, Create Due Date Modification Case, Get Updated Terms for Deferral, Create Deferral Case
Data Sources:
Automotive Cloud, Data Cloud for Automotive, ERP
Industry Data Objects Referenced:
Account, Financial Account, Vehicle, Service Catalog Request, Case
Try Automotive Cloud free for 30 days. No credit card. No installations.
Tell us a bit more, so the right person can reach out to you faster.
See how Salesforce transforms vehicle experiences.
Disclaimer: Salesforce pre-built Agentforce capabilities are constantly being enhanced based on customer feedback and may not reflect actual product details. Solutions may not be currently available, delivered on time or at all. Customers should make purchase decisions based upon solutions that are currently available.
