Provides a summary of channel messages for a specified channel and time frame. Channel summaries default to seven days and can be up to 30 days.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions |
| User Permissions Needed | |
|---|---|
| See Common User Access for Standard Agent Actions. | |
Action Details
| API Name | SummarizeAChannel |
| Reference Action Type | Standard Action |
| Reference Action | SummarizeAChannel |
| Does this action execute one or more prompt templates? | Yes |
| Required Setup | Set up and manage Agentforce in Slack |
Summarize a Channel and Prompt Templates
By default, this agent action calls the summarize channel standard invocable action which uses the Summarize Channel prompt template.
If you like, you can create your own prompt template to customize the format of the output. After you create your prompt template, change the instructions in the General Slack Subagent to reference your new prompt template. For example, you can update the General Slack Subagent to something like:
When asked to Summarize a Slack Channel, use the "Summarize a Slack Channel" action. Set the summaryTemplateName input variable to "Slack_Incident_Summary."
Guidelines and Considerations
- The default time period of a summary is seven days.
- Summaries can be requested for up to 30 days.