Follow a few simple steps to create concise summaries and save service teams’ time and
increase their efficiency.
Required Editions
To set up Enhanced Summaries, make sure to turn on Service AI Grounding.
- Enable Enhanced Summaries
To get started, turn on Enhanced Summaries.
- Set Up Enhanced Summaries for Case
Enhanced Summaries for Case creates comprehensive summaries tailored for each role and context, by using data from case fields, comments, email messages, and the case feed. Service reps and supervisors can quickly review case details, reducing manual note-taking, handling time, and after-call work. To generate a case summary, issue, and resolution, turn on and set up Enhanced Summaries for Case.
