---
schema_version: "1"
id: 524b55e62fd1b446eaaee445e39348dd7a2d8fa1110a719255c8578246485806
title: "Create Agent Topic: Account Summary"
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/account_summary_topic.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.account_summary_topic.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 10a23b87757505ee63821135136e0b9e6db12aa3494cd67d9d342f82395c9ac3
description: The Account Summary topic uses the Summarize Account Record to give telesales reps the summary of an account.
products:
  - Consumer Goods
release: "264"
---
# Create Agent Topic: Account Summary

The Account Summary topic uses the Summarize Account Record to give telesales reps the summary of an account.

### 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;">
              <p>Available in: Lightning Experience </p>
              <p style="margin-bottom:0;">Available in: <strong>Agentforce 1</strong>, <strong>Einstein 1</strong>, <strong>Enterprise</strong>, and
                <strong>Unlimited</strong> editions with Consumer Goods
                Cloud Retail Execution and Agentforce for Consumer Goods Cloud add-on
                licenses.
              </p>
            </td>

          </tr>
        </tbody>
      </table> <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </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="d11700e69">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d11700e69 ">To create the account summary topic:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d11700e69 ">
              <p>Manage AI Agents AND Manage Agentforce Employee Agents </p>
              <p style="margin-bottom:0;">OR</p>
              <p style="margin-bottom:0;"> Customize
                Application</p>
            </td>

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

Before you begin:

- Make sure to [enable Agentforce in Retail Execution](https://help.salesforce.com/s/articleView?id=cg_task_admin_cg_org_preference_agentforce.htm&language=en_US&type=5).
- Review [the parts of a topic](https://help.salesforce.com/s/articleView?id=ai.copilot_topics.htm&type=5&language=en_US) and [best practices for writing topic instructions](https://help.salesforce.com/s/articleView?id=ai.copilot_topics_instructions.htm&type=5&language=en_US).

To create an agent topic:

1. From Setup, in the Quick Find box, enter Agents, and then select **Agentforce Agents**.
2. Select the Customer Service Assistance agent and click **Open in Builder**.
3. Click **New**, and then click **New Topic**.
4. Click **Next**.
5. For Topic Label, enter Account Summary.
6. For Classification Description, enter Summarizes a record for the user in the absence of any additional or specific filtering instructions.
7. For Scope, enter Your job is to only create a rich-text summary of an account record if there are no additional or specific filtering instructions from the user.
8. For Instruction, enter Always clarify the record details of the account for which a summary is required..
9. Delete the other instructions.
10. Click **Next**.
11. To assign agent actions, select **Summarize Account Record** and **Identify Record by Name**.
12. Click **Finish**, and then activate the topic.

![Example](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-consumer_goods_retail_admin-264-0-0-production-enus/5bb7d7f5-119d-42d0-8596-95e762837019/images/icon_example.png)

Example Here're few utterances for the dummy account NTO Store #201 that trigger this topic.

- Tell me about the NTO Store #201 account.
- Provide a brief overview of NTO Store #201's account.
- Quickly outline the details of NTO Store #201's account for me.
- Offer a concise summary of NTO Store #201's account.
- Share key points about NTO Store #201's account.
- Briefly describe NTO Store #201's account details.
- Highlight essential information in NTO Store #201's account.
- Give a quick glimpse into NTO Store #201's account for me.
- Present NTO Store #201's account in a nutshell.
- Outline significant aspects of NTO Store #201's account.
- Provide a clear and concise summary of NTO Store #201's account.
- Share a brief rundown of NTO Store #201's account details.
- Convey a quick overview of NTO Store #201's account.
- Describe NTO Store #201's account briefly.
- Present essential information on NTO Store #201's account.
- Offer a concise insight into NTO Store #201's account for me.
- Share key elements of NTO Store #201's account briefly.
- Provide a snapshot of NTO Store #201's account details.
- Briefly explain the NTO Store #201's account.
- Share a concise summary of NTO Store #201's account information.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-consumer_goods_retail_admin-264-0-0-production-enus/5bb7d7f5-119d-42d0-8596-95e762837019/images/icon_note.png)

Note The data you provide, such as an account name, is case, space, and character sensitive. The agent interprets the data as is.

- If needed, [define variables](https://help.salesforce.com/s/articleView?id=ai.agent_variables.htm&type=5&language=en_US) to control how your agent uses topics and actions and to provide more information about a conversation.
- Activate your agent, see [Activate or Deactivate Your Agent](https://help.salesforce.com/s/articleView?id=ai.copilot_setup_activate_deactivate.htm&type=5&language=en_US).

#### See Also

- [Salesforce Help: Create a Custom Topic](https://help.salesforce.com/s/articleView?id=ai.copilot_topics_add_custom.htm&language=en_US)