Generates a summary of one or more service appointment notes. The output depends on the
prompt templates the user has access to.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and
Developer Editions with the Agentforce or Einstein for Field Service or
Industry add-on or included in Einstein 1 Edition or Agentforce 1 Edition for Field
Service. Requires each user to have the Agentforce or Einstein for Field Service or
Industry add-on to access the action.
|
Action Details
| API Name |
SummarizeApptNotes |
| Reference Action Type |
Standard Action |
| Reference Action |
Summarize Appointment Notes |
| Does this action execute one or more prompt templates? |
Yes |
Summarize Appointment Notes and Prompt Templates
This agent action calls the Summarize Appointment Notes standard invocable action to create
service appointment note summaries. The Summarize Appointment Notes standard invocable
action identifies notes for appointments based on the status category, start date, and end
date. The Scheduled Start and Scheduled End OR the Actual Start and Actual End are checked
to make sure that they fall within the start and end date range. If a date range isn’t
provided, the agent action considers appointments for the past 6 months and provided status
category.
Considerations
- The status category input must be an actual Status Category on the service
appointment.
- The start date and end date range can’t exceed 6 months.
- Only service appointment records and the Service Note field can be summarized. Data
Cloud and other data sources aren’t supported.
- Users can’t refine a previously generated summary.
- The summary doesn’t include news related to the account or company.
