Upgrading CSC AI Agents

This section explains how to upgrade CSC AI Agents to Spring 2026.

If you are upgrading from a version earlier than Winter 2026, check the documentation for previous releases for upgrade details.

Prepare AI-Powered Business Review Summaries

Upgrade Steps

No upgrade steps are required to upgrade this feature to Spring 2026.

Included in This Feature

This section details the items that have been added, updated, or deleted in this release.

Agent Topics

Topics Added in January 2026
Topic Description Further Information
CS Business Review Summary Summarizes account performance and strategic alignment for business reviews. Agent Topics

Actions

Actions Added in January 2026
Action Description Further Information
Generate Business Review Summary Generates a business review AI summary for a specific account record. Agent Actions

Custom Actions

Custom Actions Added in January 2026
Custom Action Description Further Information
Generate Business Review Summary Generates a business review AI summary for a specific account record. Custom Actions

Prepare for Customer Interactions with AI-Powered Account Summaries

Upgrade Steps

No upgrade steps are required to upgrade this feature to Spring 2026.

Included in This Feature

This section details the items that have been added, updated, or deleted in this release.

Agent Topics

Topics Added in January 2026
Topic Description Further Information
CS Account Summary Generates an AI summary for an account. Agent Topics

Actions

Actions Added in January 2026
Action Description Further Information
Generate Account AI Summary Generates an AI summary of a specific account record. Agent Actions

Custom Actions

Custom Actions Added in January 2026
Custom Action Description Further Information
Generate Account AI Summary Generates an AI summary of a specific account record. Custom Actions