CSC CS Activity AI Summary Lightning Component Fields
The tables below list the buttons available in the CSC CS Activity AI Summary Lightning component banner on a record page, and inside the CS Activities Summary window that the component opens. For more information about this component, see Customer Success Cloud Lightning Components.
Buttons in the Generate CS Activities Summary Banner
| Generate New |
Opens the summary window and generates a summary of CS activities related to the current record. |
| View Existing Summary |
Opens the View Existing Summary window, where you can view the most recently generated summary for the record. |
Buttons in the CS Activities Summary Window
|
Marks the AI-generated summary content as helpful. The feedback helps improve future AI output. |
|
Marks the AI-generated summary content as not helpful. The feedback helps improve future AI output. |
Actions in the CS Activities Summary Window
| Create CS Activity from Summary |
Creates a CS activity record, with an activity type of CS Summary, to save the generated summary to. |
| Generate Customer Communication from Summary |
Generates a customer communication from the summary, in email format, that you can use in customer engagements. |
| Generate Executive Briefing |
Generates an executive briefing from the customer interactions captured on CS activity records. |
| Create Recommended Tasks from Summary |
Creates the recommended playbook tasks returned in the summary. |
SECTIONS