The Summarize Investigator action summarizes the healthcare provider record for a specific research study.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise and Unlimited Editions with Life Sciences Cloud licenses and Agentforce for Life Sciences Cloud, Agentforce for Employee Agent, Einstein GPT Platform, Einstein GPT Copilot, and Einstein GPT Prompt Builder add-on licenses. |
| Permissions Needed | |
|---|---|
| To use Life Sciences Cloud: |
Healthcloud Starter |
| To use Site Management: |
Healthcloud Starter AND Study Manager for Site Management |
| To summarize investigator: | Life Sciences Site Management Summarization |
| See Common User Access for Standard Agent Actions. | |
Action Details
| API Name | SummarizeInvestigator |
| Reference Action Type | Flow |
| Reference Action | sumrzeSiteInv |
| Does this action execute one or more prompt templates? | Yes |
| Required Setup | Site Management |
Summarize Investigator and Prompt Templates
This action uses the Summarize Site or Investigator prompt template to summarize the healthcare provider record for a specific research study.