Business Review AI Summaries Overview

Note:

This feature is part of the Certinia Early Adopter Program. This program is only available to a limited number of customers.

The Business Review AI Summary feature enables you to leverage AI to generate and view business review summaries for your customer accounts. It effectively consolidates account data from the last six months, helping customer success managers prepare for business reviews and strategic planning sessions.

Business Review AI Summary Sections

A generated business review AI summary consists of the following sections:

• Key Stakeholders: The list of important customer contacts, including their roles, who need to be involved in follow-up discussions.
• Executive Summary: Consolidates account data from the last six months to provide a holistic, narrative overview of account status and performance.
• Key Achievements: The most important successes and wins the customer had during this time, showing how you helped them.
• Risks and Blockers: Identifies significant issues or indicators, such as blocked objectives or KPIs with an "Off Track" status, which might negatively impact the customer relationship.
• Expansion Opportunities: Highlights areas for growth, enabling customer success managers to identify potential for license expansion or the integration of additional products.
• Strategic Next Steps: Provides a chronological road map spanning the next 30, 60, and 90 days to align future strategy and ensure long-term account alignment.
• Immediate Actions: Outlines critical and urgent tasks required to resolve existing blockers and maintain overall account health.

AI-Summarized Account Information

Associated Account Record Information Used in the AI Summary

Level 1	Level 2	Level 3	Level 4	Level 5
CS Activity	—
Success Plan	CS Activity	—
	Business Challenge	—
	Objective	CS Activity	—
		Playbook	Playbook Task	CS Activity
			CS Activity	—
		Objective KPI	CS Activity	—

Generating AI Business Review Summaries

You can generate business review AI summaries by clicking Generate Business Review Summary in the Actions panel on account record pages. For more information, see Generating Business Review AI Summaries.

Note:

To generate a business review AI summary, the account must have at least one associated record.