---
schema_version: "1"
id: 9c8e5cac9362db0166d5892aabb5d046e33d4c3bba37ca6bb8f195c4d37d738c
title: AI Summary Add-Ons and Permissions
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/einstein_summary_permissions.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.einstein_summary_permissions.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 9410578c3b53a55053c4600a487638b34df7190c86a81c553b30e2702a51259a
description: Users access AI Summary (formerly Einstein Summary) in their Salesforce org through supported editions, add-ons, and permissions.
products:
  - Industry Solutions
  - Cross Cloud
release: "264"
---
# AI Summary Add-Ons and Permissions

Users access AI Summary (formerly Einstein Summary) in their Salesforce org through supported editions, add-ons, and permissions.

## Required Add-On Licenses

The products and add-on licenses in your Salesforce org determine whether you have the necessary flows and prompts to use AI Summary. These add-ons are required:

- Industry Service Excellence (EinsteinForSvcInovtAddOn)
- Einstein GPT Platform (EinsteinGPTPlatformAddOn)
- Einstein GPT Prompt Builder (EinsteinGPTPromptBuilderAddOn)
- Einstein GPT Field Generation (EinsteinGPTFieldGenerationAddOn)

![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 To work with Sales Email prompt templates, you also need EinsteinGPTSalesAddOn and EinsteinGPTSalesAccessAddOn.

## Required Permissions

AI Summary works with Einstein GPT and Prompt Builder. So, you must assign these permission sets to your users:

- Einstein GPT Prompt Template User: Assign this permission to the users who use Prompt Builder.
- Prompt Template Manager: Assign this permission to users who will create and manage prompt templates.
- Einstein for Service Innovations : Assign this permission to users who will access Embedded AI component.

![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

- To use the Continue with Agentforce option in AI Summary, ensure Agentforce is enabled for your org and only one agent is mapped to the user; the button won't appear if multiple agents are assigned.

To see what’s included in a permission set, click **View Summary** on the permission set’s detail page in Setup.

To manage permissions, go to Setup, select the permission sets, click **Manage Assignments**, select the user, and assign the required permissions.

## Customize Permissions

If you customize AI Summary—for example, by adding fields—create a custom permission set. To remove user permissions from the default permission set, create a muting permission set. Then, use permission set groups to assign users the default permission set in addition to your custom permission sets. This approach is an alternative to cloning permission sets and ensures that users always have the latest default permissions.