Customize the Virtual Agent topic in Disputes intake via Virtual Agent

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Review and modify the Virtual Agent topic in Disputes intake via Virtual Agent. Learn how the conversation workflow functions, and modify it for your own needs.

    Antes de Iniciar

    Set the application scope in your instance to Financial Services Card Operations.

    Role required: admin

    Por Que e Quando Desempenhar Esta Tarefa

    Disputes intake via Virtual Agent contains a Virtual Agent topic called Report a dispute. Review this topic to understand how the Virtual Agent assistant creates dispute cases and collects information from the customer.

    Procedimento

    1. Navigate to All > Conversational Interfaces > Virtual Agent > Designer.
    2. In the Search field, search for Report a dispute.
    3. Select Report a dispute in the topic list.

    O que Fazer Depois

    Review and modify the workflow for your business needs.