Customer Success Cloud AI Agent Invocable Action Reference

csag_ActionCreateAISummary

Creates a csc__Activity__c with the CS Summary activity type for the provided record.

PropertyValue
LabelGenerate CS Activity AI Summary
CategoryAI
SinceSummer 2025
Read-onlyYes
Supports AgentsYes
Supports FlowsYes
Async ActionNo
Keywordscs activity, ai, summary, create, generate

Request Parameters

FieldTypeLabelDescriptionRequired
RecordIdIdRecordIdRecordIdYes

Response Parameters

FieldTypeLabelDescriptionRequired
SummaryStringSummaryThe AI summary of the record provided.Yes
RecommendedTaskNamesList<String>RecommendedTaskNamesThe AI recommended playbook task names for the record provided.Yes
SummarySectionsStringSummarySectionsThe additional sections of the summary.Yes
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