Upgrading CSC AI Agents

This section explains how to upgrade CSC AI Agents to Winter 2026.

If you are upgrading from a version earlier than September 2025, check the documentation for previous releases for upgrade details.

Leverage AI  to Provide Qualitative and Actionable Summaries and Communications

Early Adopter

Upgrade Steps

No upgrade steps are required to upgrade this feature to Winter 2026.

Included in This Feature

This section details the items that have been added, updated, or deleted in this release.

Topics

Topics Updated in Winter 2026
Topic Description Further Information
CS Playbook Management

Added the following new actions to the topic:

  • Create_AI_Closure_Summary

  • Create_AI_Playbook_Summary

  • Close_Playbooks

 Agent Topics

Actions

Actions Added in Winter 2026
Action Description Further Information
Close Playbooks and Playbook Tasks Closes the playbook and any playbook tasks related to it. Agent Actions
Generate Playbook AI Closing Summary Generates an AI playbook closing summary for the provided playbook record.
Generate Playbook AI Summary Generates a summary of the provided playbook record.

Custom Actions

Custom Actions Added in Winter 2026
Custom Action Description Further Information
Close Playbook and Tasks Closes the playbook and any playbook tasks related to it. Custom Actions
Generate Playbook AI Closing Summary Creates an AI playbook closing summary using the csc__Playbook_Task__c and csc_Activity__c records related to the provided playbook record.
Generate Playbook AI Summary Creates an AI playbook summary using the csc__Playbook_Task__c and csc_Activity__c records related to the provided playbook record.