---
schema_version: "1"
id: 22ead96dbbc0008c73cfd92b86fe06dee8c90948bb91f55a6427b500fd60b806
title: Generate Summary and Insights
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/einstein_summary_generate_summary.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.einstein_summary_generate_summary.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 5c4fac416ef302e8405ed9dc60008728cf536a78ec5e8a04ee4515e24e0337b2
description: Contact center executives can get summaries and insights on records at the click of a button. The concise overview saves time and helps users quickly understand the records.
products:
  - Industry Solutions
  - Cross Cloud
release: "264"
---
# Generate Summary and Insights

Contact center executives can get summaries and insights on records at the click of a button. The concise overview saves time and helps users quickly understand the records.

### 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>Starter</strong>, <strong>Professional</strong>, <strong>Enterprise</strong>, and <strong>Unlimited</strong> Editions with the <a href="https://help.salesforce.com/s/articleView?id=ind.einstein_summary_permissions.htm&amp;release=264.0.0&amp;type=5" title="Users access AI Summary (formerly Einstein Summary) in their Salesforce org through supported editions, add-ons, and permissions.">required add-ons</a></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="d1917e78">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d1917e78 ">To create summary and insights:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d1917e78 ">
              <p style="margin-bottom:0;">Einstein GPT Prompt Template User, Prompt Template Manager, and Einstein for
                Service Innovations</p>
            </td>

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

Contact center executives can use AI Summary to get AI-powered insights on a specific record page or the user's home page. For example, when wrapping up a call with a customer or prospect, contact center executives can use AI Summary to automatically summarize the engagement interaction. The generated summary includes key information, such as the topic of the interaction, reference number, and the customer's name. This summary is derived from the Engagement Interaction, Engagement Topic, and Notes records created during the engagement.

1. From the dropdown on AI Summary, select the appropriate prompt template.
2. Click **Generate**.
    
    AI Summary generates and shows the summary.
3. To edit the summary, click **Edit**.
4. Make the changes, and then click **Done**.
5. Save the summary.
    
    The summary appears in a preconfigured field.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-engagement-264-0-0-production-enus/c3442fb5-f6ac-426a-9499-1455f1f44cfe/images/icon_note.png)
    
    Note If the field where AI Summary is used can’t handle the number of characters in the output, the summary can’t be saved. Contact your admin for help.

#### See Also

- [Engagement Data Model](https://developer.salesforce.com/docs/atlas.en-us.industries_reference.meta/industries_reference/engagement_data_model.htm)