---
schema_version: "1"
id: a0074733ed3be08bb1d75b3a56c30cd647999ada352a9b236024227e87cf14f0
title: Summarize Deals with AI in Pipeline Inspection
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/pipeline_inspection_get_ai_deal_insights.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.pipeline_inspection_get_ai_deal_insights.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 50160359fc14394312e0d5d84a824a877a3c3b891b7a503d28eef718c22e9bda
description: Quickly catch up on deal activity and identify blockers without searching through emails or call transcripts. Use AI to get instant deal overviews, summarize recent meetings, and prepare for follow-up actions with suggested buttons or your own questions.
products:
  - Sales Cloud
release: "264"
---
# Summarize Deals with AI in Pipeline Inspection

Quickly catch up on deal activity and identify blockers without searching through emails or call transcripts. Use AI to get instant deal overviews, summarize recent meetings, and prepare for follow-up actions with suggested buttons or your own questions.

### 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>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with the Agentforce for Sales or Agentforce for an Industry add-on, or included in Agentforce 1 Sales or an Industry Edition. Requires each user to have the Agentforce for Sales or Agentforce for an Industry add-on to access the actions.</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="d20367e68">User Permissions
            Needed</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d20367e68 ">To generate AI deal information:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d20367e68 "><strong>Agentforce Account Management</strong></td>

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

To generate deal information, open the side panel and click any of these buttons.

- **Deal Summary**: Get a comprehensive overview of the deal, including customer goals, pain points, and key players.
- **Last Interaction**: Summarize key takeaways, customer sentiment, and important points from your most recent meeting or conversation.
- **Deal Strategy**: Identify potential blockers, objections, or negative shifts in sentiment that could impact the deal.

![The Agentforce panel showing a deal summary in Pipeline Inspection](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_pipe_visibility-264-0-0-production-enus/75640128-02d2-4752-84b3-eb077e12fb74/sales_pipe_visibility/images/pipeline_inspection/pipeline_inspection_sales_agent.png)

Review the AI-generated response in the Agentforce panel. Responses are synthesized from your opportunity data, call transcripts, and email history for grounded, relevant answers. You can also ask the agent questions in the Agentforce panel to dig into deal details or plan your follow-up actions.

#### See Also

- [Set Up Agentforce Account Management](https://help.salesforce.com/s/articleView?id=sales.account_mgmt_setup.htm&language=en_US)
- [Agentforce Account Management Permissions](https://help.salesforce.com/s/articleView?id=sales.account_mgmt_perms.htm&language=en_US)
- [Pipeline Inspection](https://help.salesforce.com/s/articleView?id=sales.pipeline_inspection.htm&release=264.0.0&type=5 "Pipeline Inspection gives sales teams a consolidated view of pipeline metrics, opportunities, week-to-week changes, AI-driven insights, and activity information. With this intelligence, sales teams can focus on the most important opportunities and forecast revenue more accurately.")
- [Set Up Pipeline Inspection](https://help.salesforce.com/s/articleView?id=sales.pipeline_inspection_setup_parent.htm&release=264.0.0&type=5 "Get your sales teams started managing their pipelines with a single view of pipeline metrics, opportunities, and week-to-week deal changes. Show insights from call recordings, emails, opportunity scores, and cases in the same view.")
- [Enable More Features for Pipeline Inspection](https://help.salesforce.com/s/articleView?id=sales.pipeline_inspection_more_features.htm&release=264.0.0&type=5 "Make the most out of Pipeline Inspection by setting up optional features that give your users more helpful data and insights.")