Customer Success Cloud AI Agent Invocable Action Reference

csag_ActionGenBusinessReviewAgenda

Generates a business review agenda from an AI summary record.

PropertyValue
LabelGenerate Business Review Agenda from Summary
CategoryBusiness Review Preparation
SinceSummer 2026
Read-onlyYes
Supports AgentsYes
Supports FlowsYes
Async ActionNo
Keywordsai, business review, agenda, summary, generate, account

Request Parameters

FieldTypeLabelDescriptionRequired
RecordIdIdRecord IDThe record ID for the business review agenda.Yes
SummaryStringSummaryThe AI-generated business review summary.Yes

Response Parameters

FieldTypeLabelDescriptionRequired
AgendaStringAgendaThe AI-generated business review agenda of the AI summary record provided.Yes
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