Configure Client Pulse to give your advisors a summary of a client's financial health, goal progress, upcoming life events, open cases, and recent developments each time they open a client record. Show your advisors what has changed since the last conversation, so they start every interaction with the latest context and spend less time searching for information across systems.
Where: This change applies to Lightning Experience in Enterprise and Unlimited editions with the Agentforce for Financial Services add-on license or included in Agentforce 1 Financial Services Edition.
How: From Setup, in the Quick Find box, find and select Agentic Advisor. Go to the Client Detail section. Next to the relevant record page for your data model, click Go to Lightning App Builder. In the Lightning App Builder, click the AI Summary component. In the Select Prompt Template to Autogenerate Summaries field, select the prompt template that you want to run automatically on page load, and then activate the page.
