Free service agents to focus on driving value, and improve resolution time by handing over common tasks such as account and billing queries to Agentforce.
Overview:
With Agentforce, customer service reps can quickly get up to speed on accounts and cases. Easily retrieve and update account information, contact details, and open cases. Create new records swiftly and provide accurate, up-to-date information to your customers, ensuring a seamless and efficient service experience.
Actions Invoked:
Account Details & Summarization, Update Contact Information & Account, Create Account, Create Contact, Case Summarisation, Get Contacts By Account
Data Sources:
CRM Data, Billing Data
Industry Data Objects Referenced:
Account, Contact, ACR, Service Point, Billing Account
Overview:
Providing billing insights and support can be complex, involving multiple platforms and data points. With Agentforce, fetch and analyze recent bills for real-time, comprehensive analysis. Manage billing accounts seamlessly in Salesforce and external systems, ensuring accurate and timely information for your customers.
Actions Invoked:
Get Bills, Get Bill Details, Get Billing Accounts, Create & Update Billing Account, Create & Update Billing Account In Billing System, Create Contact In Billing System, Fetch Premises By Billing Account
Data Sources:
CRM Data, Billing Data
Industry Data Objects Referenced:
Billing Account, Location, External API
Overview:
Enhance efficiency and accuracy in managing Energy Service Agreements, ensuring seamless and timely updates. This helps customers by providing accurate billing, timely service adjustments, and improved responsiveness, leading to better service experiences and satisfaction.
Actions Invoked:
Fetch Service Points For A Billing Account, Stop Service, Start Service, Get Meter Read, Submit Meter Read, Create Contract, Update Contract
Data Sources:
CRM Data, Billing Data
Industry Data Objects Referenced:
Service Point, Location, Billing Account, ESA, ESAI, External API
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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.
