Generating a Business Review Summary

You can generate a business review summary from:

  1. In the CSC AI Record Summary component, select Business Review Summary.
  2. [Optional] In the Start Date and End Date fields, select the period that you want the summary to cover. By default, the period is the last six months.
  3. Click Generate.
  4. Review the generated sections in the component.
  5. [Optional] Click Edit Business Review Summary to change the AI-generated content, and then click Update.
  6. [Optional] Click Save Business Review Summary to save the business review summary.
  7. [Optional] Click Regenerate Business Review Summary to regenerate the business review summary. To regenerate the summary for a different period, select new dates in the Start Date and End Date fields.
  1. Go to the account record page that you want to generate a business review summary for.
  2. Click Generate Business Review Summary in the Actions panel.

  3. Review the summarized information in the Generate Business Review Summary window.

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

    1. Click Save Business Review Summary.
    2. Enter a name for the business review summary.
    3. Click Save.

When you generate an AI summary in the CSC AI Record Summary Lightning component on the account record page, the system saves it. If you view the summary again and the underlying data has not changed, the system instantly shows the original summary without consuming extra tokens. To view new updates, regenerate the summary. Each section shows when it was generated and the period that it covers. A section that you have edited shows when it was edited instead of when it was generated. For more information, see Business Review Summary Overview.

Tips:
Note:
The AI summary cache clears daily at 12:00 AM org time.