---
schema_version: "1"
id: b0ee086a3f7d431207959f2db9a90412c27feab5b35ed71c3d44d16e771d58a8
title: Add Einstein Summary to the Account Object
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/energy_add_einstein_summaries_to_the_account_object.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.energy_add_einstein_summaries_to_the_account_object.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: d4f3cd625a7e6669b77c1eddce4fa3d48cff9ca2e33894679410b724f84b3264
description: Embed the Einstein Summary component to the Agent Console app so service reps can generate summaries of an account record. The component uses the Summarize Energy Account prompt template to generate a summary of the account's key information. Once you add the component, you can configure it to display the summary in a specific location on the page.
products:
  - Energy and Utilities
release: "264"
---
# Add Einstein Summary to the Account Object

Embed the Einstein Summary component to the Agent Console app so service reps can generate summaries of an account record. The component uses the Summarize Energy Account prompt template to generate a summary of the account's key information. Once you add the component, you can configure it to display the summary in a specific location on the page.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col style="width:100%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions with Energy and Utilities Cloud</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="d36177e34">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d36177e34 ">To edit the layout of the account object</td>
            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d36177e34 ">Energy &amp; Utilities Cloud Features</td>
          </tr>
        </tbody>
      </table>

1. In Agent Console, from the App Launcher, find and select Accounts.
2. Click an account record.
3. Click Setup, then click Edit Page.
4. From the Components section, drag the Einstein Summary component and drop it in the console.
5. Select the Einstein Summary component.
    1. In the Generate Summary Header Label, enter Generate Account Summary.
    2. In the Generate Summary Button Label, enter Generate.
    3. In the Prompt Template Type, select **Record Summary**.
    4. In the Prompt Template, select **Summarize Energy Account**, **Suggest Clean Energy Programs**, **Summarize Recent Engagement Interactions**, and **Summarize Recent Cases**.
6. Save your changes.
7. Activate your page.
    1. Click **Activation**.
    2. Click **App Default**.
    3. Click **Assign as App Default**, then select **Agent Console**, and click **Next**.
    4. Save your changes.