SECTIONSUpgrading CSC AI Agents
This section explains how to upgrade CSC AI Agents to September 2026.
If you are upgrading from a version earlier than Summer 2026, check the documentation for previous releases for upgrade details.
Activate the Customer Success Agent Without Building It from a Template
Upgrade Steps
To upgrade this feature to September 2026, take the following action.
| Action | Further Information |
|---|---|
| If the Certinia Customer Success Agent is available in your org, give your users access to it. | For more information, see Accessing and Activating the Certinia Customer Success Agent. |
| Activate the Certinia Customer Success Agent. The agent is inactive until it is activated, and is not displayed in the workspace until then. | For more information, see Accessing and Activating the Certinia Customer Success Agent. |
| If you created an agent from the Certinia Customer Success Agent template in an earlier release, that agent is unaffected by this upgrade. Check which agent your users can access, and make sure they have access to the agent that you want them to use. | For more information, see Setting up the Certinia Customer Success Agent. |