Examples of Requests for Certinia Customer Success Agent

The table below includes examples of requests that you can use to ask the Customer Success agent to complete different tasks related to customer success processes. These examples are for illustration purposes only. You can use a different wording. We recommend that you use a clear and concise language in your requests so that the agent can easily process them.

Examples of Requests for Certinia Customer Success Agent
Task Example Request
Summarizing a record's CS activities

Summarize the CS activities for New Customer Implementation?

Generating an executive briefing for an account Generate an executive briefing for the Burlington account?
Generating an account summary
  • When using the agent on an account record page: Summarize this account.

  • When using the agent on a non-account record page:

    • Generate a summary for the Burlington account.
    • Give an overview of the Burlington account.
    • Recap details of the Burlington account.
Saving an account summary to the record
  • Save this account summary.
  • Save the executive summary to the Burlington account.
Generating account highlights
  • Show me the highlights for the Burlington account.
  • Give me the key numbers for Burlington.
Listing the key stakeholders for an account
  • Show me the key stakeholders for the Burlington account.
  • Who's involved with Burlington?
Reviewing KPI progress for an account
  • Show me the KPI progress for the Burlington account.
  • How are we tracking against targets for Burlington?
Identifying risks and blockers on an account
  • Show me the risks and blockers for the Burlington account.
  • What's blocking the Burlington account?
Suggesting expansion opportunities for an account
  • Suggest expansion opportunities for the Burlington account.
  • Where can we grow the Burlington account?
Creating an expansion opportunity for an account
  • Create an expansion opportunity for the Burlington account.
  • Save the first suggested expansion opportunity as a record.
Reviewing strategic value achievements for an account
  • Show me the strategic value achievements for the Burlington account.
  • What value has Burlington seen from us?
Reviewing relational health for an account
  • Show me the relational health for the Burlington account.
  • How healthy is our relationship with Burlington?
Identifying immediate actions for an account
  • Show me the immediate actions for the Burlington account.
  • What do we need to do right now for Burlington?
  • What’s on my plate this week?
Generating a business review summary Generate a business review summary for the Burlington account.
Generating a business review meeting agenda
  • Generate a business review meeting agenda for the Burlington account.
  • Create a meeting agenda from the business review summary for the Burlington account.
Generating a customer communication from a summary Generate customer communication from this summary.
Generating an executive summary of the chat
  • Give me an executive summary of this account.
  • Wrap up what we've covered.
Generating strategic next steps from previous chat responses
  • Give me strategic next steps for Burlington.
  • What's the 30/60/90 day plan for Burlington?
  • What should our strategy be for the next quarter?
  • Outline the plan of action for the next few months.
  • What's the long-term plan for Burlington?
Creating playbook tasks from a summary
  • Create all recommended playbook tasks.
  • Create playbook tasks 1 and 5 from the recommended list.
Saving a summary
  • Save this summary as a CS activity.
  • Save this summary.
Viewing recommended actions

Show me a list of recommended actions.

Creating and naming a playbook task
  • Create a playbook task with the name New Customer Call.
  • Create the New Customer Call playbook task.
Displaying all of the playbook tasks assigned to you

Show me all of the tasks assigned to me on the Implementation playbook.

Displaying all of the playbook tasks related to a record Show me all of the playbook tasks on the Implementation playbook.
Assigning a playbook task to a resource Assign the follow-up call task to Jordan Jon.
Assigning a playbook task to multiple resources Assign the kickoff call task to Jordan Jon and Andy Young.
Removing a resource from a playbook task Remove Jordan Jon from the kickoff call task.
Setting the resource role for a playbook task Set the follow-up call task's resource role to Customer Success Manager.
Finding a playbook task by name or description
  • Find my task about uploading training certificates.
  • Which of my tasks are overdue?
Creating and naming a playbook
  • Create a playbook with the name Initial Training.
  • Create the Initial Training playbook.
Displaying playbooks with a given date
  • Show me playbooks with a start date of 09/03/2025.
  • Show me playbooks within the date range 09/03/2025 - 11/05/2025.
Displaying playbooks associated with a record
  • Show me all playbooks associated with the Burlington account.
Creating a playbook closing summary
  • Generate a playbook closure summary for the Acme Onboarding playbook.
  • Make a completion summary for the Acme Onboarding playbook.
  • Create a closing summary for the Acme Onboarding playbook.
Closing a playbook and its related tasks
  • Close the Onboarding playbook for the Aketon account.
  • Complete the Onboarding playbook.
  • Wrap-up the Onboarding playbook.
Logging a CS activity
  • Log a CS activity for the Burlington account.
  • Log a CS activity for this account.
Closing the playbook tasks that an activity completed
  • Close the onboarding call task.
  • Close the tasks we completed in this meeting.
Generating a playbook AI summary
  • Generate a playbook summary for the Acme Onboarding playbook.
  • Create a summary of the Onboarding playbook.