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Set Up Summarize Service Engagement Agent Action for Themes

To set up the Summarize Service Engagement agent action for customer engagement themes, create a vector search index configuration.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, and Unlimited Editions with Data 360 enabled, and the Customer Signals Intelligence and Einstein GPT Copilot add-ons
User Permissions Needed
To create a search index configuration:

Data Cloud Admin

OR

Data Cloud Marketing Admin

OR

Data Cloud Data Aware Specialist
  1. From the App Launcher, find and select Search Index.
  2. Create a search index configuration of the type Advanced Setup.
  3. Select Engagement Analysis Text Insight and click Next.
  4. Set the Search Index Configuration Name to Engagement Analysis Insight and click Next.
  5. Click Manage Fields and select Parsed Response.
  6. Save your changes and click Next.
  7. Select E5 Large V2 Embedding Model as the Vectorization Strategy, and click Next.
  8. Click Next again and save the changes.

    When saving the search index, make sure to use the default label and API name.