New Features and Enhancements in CSC AI Agents Spring 2026

The following new features have been introduced in the Spring 2026 release of CSC AI Agents.

If you are upgrading from a previous version, see Upgrading CSC AI Agents. This provides a summary of the items that have been added for each feature and details of any required upgrade steps.

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

We’ve enhanced the Customer Success agent to enable customer success managers (CSMs) to generate business review summaries of specific account records. These summaries consolidate account data and provide a holistic overview of account data for the last six months, enabling CSMs to prepare for business reviews and strategic planning sessions. To support this, we’ve added the CS Business Review Summary topic and the Generate Business Review Summary action. We’ve also added the Generate Business Review Summary custom action, which can be used to call the functionality of the related API using a user interface.

For more information, see:

Prepare for Customer Interactions with AI-Powered Account Summaries

We’ve enhanced the Customer Success agent to enable customer success managers to generate an AI summary of a specific account record. This provides them with a holistic overview that demonstrates value and aligns future strategy. To support this, we’ve added the CS Account Summary topic and the Generate Account AI Summary action. We’ve also added the Generate Account AI Summary custom action, which can be used to call the functionality of the related API using a user interface.

For more information, see:

Fixes

Fixes are listed on the Known Issues page of the Certinia Community. You can access this page from the Community Support Hub. For a brief description of the issues that have been fixed in this version of CSC AI Agents, see the relevant section of the Known Issues page.