---
schema_version: "1"
id: 059ea2803074758123dc0464939c9c69c1b5be83f4882097b4e990c554290a5e
title: Set Up Summarize Service Engagement Agent Action for Themes
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/task_cxi_set_up_summarize_engagement_action.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.task_cxi_set_up_summarize_engagement_action.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 672f4f711f39ff5b40d35035698403a9323126d6a412cc586af9083a8c392cd3
description: To set up the Summarize Service Engagement agent action for customer engagement themes, create a vector search index configuration.
products:
  - Service Cloud
  - Service Intelligence
release: "264"
---
# 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

<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>,&nbsp;<strong>Performance</strong>, and&nbsp;<strong>Unlimited</strong>&nbsp;Editions with <span>Data 360</span> enabled, and the Customer Signals Intelligence and Einstein GPT Copilot add-ons</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="d1723e52">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d1723e52 ">To create a search index configuration:</td>
            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d1723e52 ">
              <p>Data Cloud Admin</p>
              <p>OR</p>
              <p>Data Cloud Marketing Admin</p>
              <p>OR</p>
              <p style="margin-bottom:0;">Data Cloud Data Aware Specialist</p>
            </td>
          </tr>
        </tbody>
      </table>

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.