Summarizes engagements for a customer, theme, or channel.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, and Unlimited Editions with Data 360 and the Customer Signals Intelligence add-on |
| User Permissions Needed | |
|---|---|
| See Common User Access for Standard Agent Actions. | |
Action Details
| API Name | SummarizeServiceEngagement |
| Reference Action Type | Standard Action |
| Reference Action |
Summarize Service Engagement (summarizeEngagement) |
| Does this action execute one or more prompt templates? | Yes |
Summarize Service Engagement and Prompt Templates
This copilot action calls the Summarize Service Engagement standard invocable action, which uses internal-only prompt templates to summarize service engagements.
Guidelines and Considerations
The Summarize Service Engagement action requires the activation of Customer Experience Intelligence.