Examples of Requests for Certinia Customer Success Agent

The table below includes examples of requests that you can use to ask the Customer Success agent to complete different tasks related to customer success processes. These examples are for illustration purposes only. You can use a different wording. We recommend that you use a clear and concise language in your requests so that the agent can easily process them.

Examples of Requests for Certinia Customer Success Agent
Task Example Request
Summarizing a record's CS activities

Summarize the CS activities for New Customer Implementation?

Generating an executive briefing for an account Generate an executive briefing for the Burlington account?
Generating an account summary
  • When using the agent on an account record page: Summarize this account.

  • When using the agent on a non-account record page:

    • Generate a summary for the Burlington account.
    • Give an overview of the Burlington account.
    • Recap details of the Burlington account.
Generating a business review summary Generate a business review summary for the Burlington account.
Generating a customer communication from a summary Generate customer communication from this summary.
Creating playbook tasks from a summary
  • Create all recommended playbook tasks.
  • Create playbook tasks 1 and 5 from the recommended list.
Saving a summary
  • Save this summary as a CS activity.
  • Save this summary.
Viewing recommended actions

Show me a list of recommended actions.

Creating and naming a playbook task
  • Create a playbook task with the name New Customer Call.
  • Create the New Customer Call playbook task.
Displaying all of the playbook tasks assigned to you

Show me all of the tasks assigned to me on the Implementation playbook.

Displaying all of the playbook tasks related to a record Show me all of the playbook tasks on the Implementation playbook.
Creating and naming a playbook
  • Create a playbook with the name Initial Training.
  • Create the Initial Training playbook.
Displaying playbooks with a given date
  • Show me playbooks with a start date of 09/03/2025.
  • Show me playbooks within the date range 09/03/2025 - 11/05/2025.
Displaying playbooks associated with a record
  • Show me all playbooks associated with the Burlington account.
Creating a playbook closing summary
  • Generate a playbook closure summary for the Acme Onboarding playbook.
  • Make a completion summary for the Acme Onboarding playbook.
  • Create a closing summary for the Acme Onboarding playbook.
Closing a playbook and its related tasks
  • Close the Onboarding playbook for the Aketon account.
  • Complete the Onboarding playbook.
  • Wrap-up the Onboarding playbook.
Generating a playbook AI summary
  • Generate a playbook summary for the Acme Onboarding playbook.
  • Create a summary of the Onboarding playbook.