Customize the Virtual Agent topic in Disputes intake via Virtual Agent

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • 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.

    Vorbereitungen

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

    Role required: admin

    Warum und wann dieser Vorgang ausgeführt wird

    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.

    Prozedur

    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.

    Nächste Maßnahme

    Review and modify the workflow for your business needs.