AI Prompt Functional Areas

The following table lists the functional areas that support prompt configuration and the prompt templates you can assign in the AI Prompt Template Configuration administration section.

AI Prompt Functional Areas
Functional Area	Prompt Templates You Can Assign
Account Summary	Expansion Opportunities, KPI Progress, Risks and Blockers, Immediate Actions, Relational Health, Value Achievements.
Business Review Agenda	Business review agenda.
Business Review Summary	Key Achievements, Expansion Opportunities, Risks and Blockers, Immediate Actions.

Tasks

Setting up CS Activity AI Summary

Setting up Playbook AI Summary

Generating a CS Activity AI Summary

Configuring the CSC Executive Briefing Configuration

Generating an Account Summary

Generating a Success Management Summary

Customizing the Account Summary

Generating a Business Review Summary

Generating an Agenda from a Business Review Summary

Exporting a Business Review Summary as a Presentation

Completing and Summarizing Playbooks

Assigning a Prompt Configuration to a Prompt Template

Reference

CSC Account AI Summary Lightning Component Fields

CSC Success Management AI Summary Lightning Component Fields

CS Activity AI Summary Lightning Component Permissions

Playbook AI Summary Lightning Component Permissions

CS Activity AI Summary Lightning Component Properties

CSC CS Activity AI Summary Lightning Component Fields

CS AI Summary Fields

Business Review Summary Sections

CSC Playbook AI Summary Lightning Component Fields

Prompt Template Assignment Fields