---
schema_version: "1"
id: b548e07c4f1785b4a0f1f80e23b0cdae56535b3689b72fb8af65a667a097f765
title: Keep Advisors Informed with AI-Generated Client Summaries
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/release-notes/262-0-0/rn_fsc_ai_generated_client_pulse.md
canonical_url: https://help.salesforce.com/s/articleView?id=release-notes.rn_fsc_ai_generated_client_pulse.htm&release=262.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: aa88dde9fc4a6a72fc6c54737f50f9e7e390a40239dcad6760605d88c1e2b543
description: 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.
products:
  - Cross Cloud
release: "262"
---
# Keep Advisors Informed with AI-Generated Client Summaries

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.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-release-notes-salesforce_release_notes-262-0-0-production-enus/e945111b-3e0a-4011-accc-d5949363bfcc/images/icon_note.png)

Note The AI Sumamry component appears as Client Pulse on person account record pages and as Household Pulse on household record pages.

#### See Also

- [Set up and Configure Client Pulse](https://help.salesforce.com/s/articleView?id=ind.fsc_admin_client_details_client_pulse_setup.htm&language=en_US)