New Features and Enhancements in CSC AI Agents Winter 2026

The following new features have been introduced in the Winter 2026 release of CSC AI Agents.

Leverage AI  to Provide Qualitative and Actionable Summaries and Communications

Early Adopter

We’ve enhanced the Customer Success agent so you can utilize it to complete the last stages of a playbook's life cycle. You can now use the agent to mark a playbook and its associated tasks as closed and to generate a closing summary for the playbook. This streamlines and automates the playbook finalization process.

To support this, we’ve updated the CS Playbook Management topic with the following new actions:

• Close Playbooks and Playbook Tasks

• Generate Playbook AI Summary

• Generate Playbook AI Closing Summary

We've also added custom actions, which provides you with ways of calling the functionality of an API using a user interface.

For more information, see:

• Customer Success Agent Overview

• Using the Customer Success Agent

• Examples of Requests for Certinia Customer Success Agent

• Agent Topics

• Agent Actions

• Custom Actions

Fixes

Fixes are listed on the Known Issues page of the Certinia Community. You can access this page from the Community Support Hub. For a brief description of the issues that have been fixed in this version of CSC AI Agents, see the relevant section of the Known Issues page.