CSC Playbook AI Summary Lightning Component Fields

The tables below list the buttons available in the CSC Playbook AI Summary Lightning component banner on a playbook record page, and inside the Playbook Summary window that the component opens. For more information about this component, see Customer Success Cloud Lightning Components.

Buttons

Buttons in the Generate Playbook Summary Banner
Button Description
Generate New Opens the Playbook Summary window and generates a summary of the current playbook record.
Buttons in the Playbook Summary Window
Button Description
Like Marks the AI-generated playbook summary content as helpful. The feedback helps improve future AI output.
Dislike Marks the AI-generated playbook summary content as not helpful. The feedback helps improve future AI output.