Generating an Executive Briefing

You generate an executive briefing for an account from the CSC AI Record Summary Lightning component on the account record page. The briefing summarizes the customer interactions recorded on CS Activity records for the period that you select.

To generate an executive briefing:

  1. Go to the account record page that you want to generate an executive briefing for.
  2. In the CSC AI Record Summary component, select Executive Briefing using the drop-down next to the summary name.
  3. [Optional] In the Start Date and End Date fields, select the period that you want the briefing to cover. By default, the period is the six months up to today.
  4. Click Generate.
  5. Review the generated sections in the component.
  6. [Optional] Click Edit Executive Briefing to change the AI-generated content, and then click Update.
  7. [Optional] Click Save Executive Briefing to save the executive briefing as a CS AI Summary record.
  8. [Optional] Click Regenerate Executive Briefing to regenerate the executive briefing. To regenerate the briefing for a different period, select new dates in the Start Date and End Date fields first.

Each section shows the date and time 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 Executive Briefing Overview.

You can also generate an executive briefing by clicking Generate Executive Briefing in the Actions panel on an account record page, or in the recommended actions of the CS Activity AI Summary window. These methods don't have Start Date and End Date fields, so the briefing always covers the default period of six months up to today.

Tips:
Note:

To generate an executive briefing, you must have read access to the Account, Contact, and CS Activity Contact objects, and to the Date, Notes, Summary, Type, and Account fields on the CS Activity object. Contact your administrator if you receive a permission error.