Generating an Account Summary

You can generate an account summary on an account record page in the following ways:

• Select Account Summary in the CSC AI Record Summary Lightning component, and click Generate. In this component, you can also set the period that the summary covers, edit the generated content, and export the summary as a presentation.
• Click Generate Account Summary in the Actions panel, which opens the summary in the Generate Account Summary window.

Generating an Account Summary in the CSC AI Record Summary Component

To generate an account summary in the CSC AI Record Summary Lightning component on the account record page:

1. Go to the account record page that you want to generate an account summary for.
2. In the CSC AI Record Summary component, select Account Summary.
3. [Optional] In the Start Date and End Date fields, select the period that you want the summary to cover. By default, the summary covers the last six months up to today.
4. Click Generate.
5. Review the generated sections in the component.
6. [Optional] From any section, rate the generated content by clicking or .
7. [Optional] Click to change the AI-generated content, and then click Update.

8. [Optional] Save the summary for future use:

   1. Click .
   2. Enter a name for the account summary.
   3. Click Save.
9. [Optional] Click to export the account summary as a presentation. For more information, see Exporting an Account Summary as a Presentation.

To regenerate the summary for a different period, click , update the start and end date fields in the Regenerate Summary window, then click Regenerate. Each section shows the period it covers alongside the date and time it was generated. A section that you have edited shows when it was edited instead of when it was generated. For more information, see Account Summary Overview.

Generating an Account Summary from the Actions Panel

To generate an account summary from the Actions panel:

1. Go to the account record page that you want to generate an account summary for.
2. Click Generate Account Summary in the Actions panel.
3. Review the summarized information in the Generate Account Summary window.

4. [Optional] Save the summary for future use:

   1. Click Save Account Summary.
   2. Enter a name for the account summary.
   3. Click Save.

Note: When you generate an AI summary, Customer Success Cloud caches it. If you view it again and the underlying data hasn't changed, the cached summary is shown without consuming extra tokens. To view updates, regenerate the summary. The AI summary cache clears daily at 12:00 AM org time.

Tip:

You can create expansion opportunities from account summaries in:

• The Generate Account Summary window, by clicking Create Expansion Opportunity.
• The Overview tab on account record pages, by clicking the Suggested Expansion Opportunities tab | | Create Expansion Opportunity.

In both cases, the summary's suggested expansion opportunities are used to automatically populate the new expansion opportunity's description. For more information, see Creating Expansion Opportunities.