---
schema_version: "1"
id: 91bf5092db5ab72d031ffd37789cdce8ba9520e52c66410d566ceae18a70e91a
title: Financial Services | Create Interaction Summary
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ai/264-0-0/copilot_actions_ref_create_interactionsum.md
canonical_url: https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_create_interactionsum.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 001dc1da4dbc6fd26df1e43eba98e629ee66cc8b0b69928333d74714cead503c
description: Log meeting notes, next steps, and related records based on meeting discussion with interaction summary records. The action identifies the account name from the conversation. If the account name is unknown, the action prompts the user to provide either the account ID or interaction ID before creating an interaction summary record.
products:
  - Agentforce
  - Cross Cloud
release: "264"
---
# Financial Services | Create Interaction Summary

Log meeting notes, next steps, and related records based on meeting discussion with interaction summary records. The action identifies the account name from the conversation. If the account name is unknown, the action prompts the user to provide either the account ID or interaction ID before creating an interaction summary record.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
      <colgroup>
        <col>
        <col>
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d186628e69">User Permissions Needed</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d186628e69 ">To create an interaction summary for the meeting:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d186628e69 ">
            <p>Access Banking Relationship Assistance</p>
            <p>AND</p>
            <p style="margin-bottom:0;">Einstein for Financial
              Services</p>
          </td>

        </tr>
        <tr class="">
          <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d186628e69 ">See <a href="https://help.salesforce.com/s/articleView?id=ai.agent_actions_common_perms.htm&amp;type=5&amp;language=en_US" target="_blank">Common User Access for Standard Agent Actions</a>.</td>

        </tr>
      </tbody>
    </table>

## Action Details

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small "><colgroup><col style="width:50%"> <col style="width:50%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">API Name</td><td class="slds-cell-wrap" style="vertical-align:top;">CreateInteractionSum</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Reference Action Type</td><td class="slds-cell-wrap" style="vertical-align:top;">Flow</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Reference Action</td><td class="slds-cell-wrap" style="vertical-align:top;">Create Interaction Summary</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Does this action execute one or more prompt templates?</td><td class="slds-cell-wrap" style="vertical-align:top;">No</td></tr></tbody></table>

## Considerations

- The action creates records automatically to keep the conversation smooth. If you need user confirmation for record creation, clone the action and add the necessary confirmation steps.