This table lists the fields available in the properties pane in Lightning App Builder for CS Activity AI Summary.
| Field | Description | Default Value |
|---|---|---|
| Template Configuration |
Select the template configuration that you want to provide the AI summary with. |
CSC Executive Briefing Configuration |
Concepts
CS Activity AI Summary Overview
Business Review Summary Overview
Customer Success Cloud AI Features Overview
Tasks
Setting up CS Activity AI Summary
Setting up Playbook AI Summary
Generating a CS Activity AI Summary
Configuring the CSC Executive Briefing Configuration
Customizing the Account Summary
Generating a Business Review Summary
Generating an Agenda from a Business Review Summary
Exporting a Business Review Summary as a Presentation
Completing and Summarizing Playbooks
Reference
CSC Account AI Summary Lightning Component Fields
CS Activity AI Summary Lightning Component Permissions
Playbook AI Summary Lightning Component Permissions
CSC CS Activity AI Summary Lightning Component Fields
SECTIONS