Customer Success Cloud AI Agent Invocable Action Reference

csag_ActionGenerateAccountHighlights

Generates the key metric highlights for a specific account record.

PropertyValue
LabelGenerate Account Highlights
CategoryAccount Summarization
SinceSpring 2026
Read-onlyYes
Supports AgentsYes
Supports FlowsYes
Async ActionNo
Keywordsaccount highlights, ai, account, highlights, metrics

Request Parameters

FieldTypeLabelDescriptionRequired
RecordIdIdRecord IdID of the account record to generate the highlights for.Yes

Response Parameters

FieldTypeLabelDescriptionRequired
AccountHighlightsStringAccount HighlightsThe key metric highlights for the provided account record.Yes
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