SECTIONSUpgrading to PSA AI Agent Service Summer 2026
This page describes the changes to make when upgrading to Summer 2026.
See the Upgrade Steps section under each feature for details of any action required. If you don't want to use or upgrade an optional feature, you can skip the upgrade steps for that feature. To perform upgrade steps in your org, you must be assigned administrator permissions.
See the Included in This Feature section under each feature for details of items such as objects, fields, or buttons that have been added in this release.
If you are upgrading from a version earlier than Spring 2026, check the documentation for previous releases for upgrade details.
For information on new features and changes to existing features in Summer 2026, see New Features and Enhancements in PSA AI Agent Service Summer 2026.
Enhance Certinia Project Assistant Agent
Upgrade Steps
To upgrade this feature to Summer 2026, take the following action.
| Action | Further Information |
|---|---|
| Delete the existing Certinia Project Assistant Agent and recreate it. | Creating Certinia Project Assistant Agent |
Included in This Feature
This section details the items that have been added, updated, or deleted in this release.
Agent Topics
| Template | Agent Topic | Further Information |
|---|---|---|
| Certinia Project Assistant Agent | Project Tasks Analysis | Certinia Project Assistant Agent Topics |
| Certinia Project Assistant Agent | Assignment Analysis | Certinia Project Assistant Agent Topics |
Agent Actions
| Topic | Agent Action | Further Information |
|---|---|---|
| Project Tasks Analysis | Query Project Tasks for Specified Records | Certinia Project Assistant Agent Actions |
| Assignment Analysis | Query Assignments for Specified Records | Certinia Project Assistant Agent Actions |
| Assignment Analysis | Analyze Assignment Hours Variance | Certinia Project Assistant Agent Actions |
Analyze Impact Using Certinia Project Assistant Agent
Upgrade Steps
To upgrade this feature to Summer 2026, take the following action.
| Action | Further Information |
|---|---|
| Delete the existing Certinia Project Assistant Agent and recreate it. | Creating Certinia Project Assistant Agent |
Utilize Project GenAI Summaries in Agents and the Certinia Project Assistant Agent
Upgrade Steps
To upgrade this feature to Summer 2026, take the following action.
| Action | Further Information |
|---|---|
| To generate project summaries from the Certinia Project Assistant Agent, delete the existing agent and recreate it so that it includes the Project Summarization topic. | Creating Certinia Project Assistant Agent |
Included in This Feature
This section details the items that have been added, updated, or deleted in this release.
Agent Topics
| Template | Agent Topic | Further Information |
|---|---|---|
| Certinia Project Assistant Agent | Project Summarization | Certinia Project Assistant Agent Topics |
Agent Actions
| Topic | Agent Action | Further Information |
|---|---|---|
| Project Summarization | Generate Project Summary | Certinia Project Assistant Agent Actions |
| Project Summarization | Get Available Project Summaries | Certinia Project Assistant Agent Actions |
Invocable Actions
| Invocable Action | Description | Further Information |
|---|---|---|
| Generate Project Summary | Generates an AI-powered summary for a single project. | Project Summary Actions |
| Get Available Project Summaries | Lists the project summary types that are available to generate in your org. | Project Summary Actions |