Allianz phone and service console

Status: Current | Last reviewed: 2026-09-30

Call +1 833-799-5477 to demonstrate the Vanguard Allianz agents in the Salesforce DevSDO Allianz app.

Get ready

  1. Sign into DevSDO as erigolden@trueserve.devsdo and open Allianz.
  2. Open Omni-Channel. In its Phone tab, sign into Amazon Connect as erigolden@deloitte.com using the existing dccdev connection.
  3. Allow microphone access and select Allianz - Available in Omni.

The telephone connection and Salesforce availability must both be ready.

Press 1: beneficiary support

The recorded greeting offers Beneficiary Support and Producer Support. Press 1. Accept the incoming call in Omni-Channel. Minimize the floating Omni panel when using the caller context beneath it.

The Voice Call page shows caller context on the left, the conversation in the center and Allianz Agent Assist on the right. Audio begins feeding the Copilot when the call is answered.

Use the Scenario 1 story: “My husband Robert passed away last week. I don't know where to start.” The Copilot supplies brief empathy cues, document guidance and next steps. It can also show a short-lived reminder to pause and check understanding when the representative's transcript is clearly garbled.

After completing the demo's identity checks, open Update verified context, enter VA-4729816, select Identity checks completed, and save. The synthetic Elena Martinez policy card can then appear. A matching caller number alone does not unlock it. Clear the checkbox to remove verified financial details. All benefit figures remain illustrative.

Caller context follows Salesforce's actual record association. A number already associated with another demo Contact may show that Contact; it is not automatically relabelled Elena.

Press 2: producer support and human supervision

Press 2 to reach Taylor, the Allianz producer voice agent. Follow the producer scenario, including secure verification and an illustration request.

When Taylor requests specialist review, a Case routes to the same Salesforce user through Omni. Accept it. The page shows caller/request context on the left, the request and related voice transcript in the center, and the Allianz specialist chat on the right.

Ask the chat to relay a clarification question or your decision. Taylor receives it during the call, and the caller's answer returns in the transcript. The Salesforce request workflow only creates/routes the work; the chat carries the human response.

Approval does not mean an illustration has been submitted. Use the script's submission confirmation only after the corresponding synthetic action is complete. Pending work should remain pending in Taylor's recap.

If something is missing

The warm Copilot runtime test returned its twelve expected cues in about 0.40 seconds median after speech ended. Telephone transport, browser rendering and fresh lookups add time; this is not a promise for every live suggestion.