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            Service | Summarize Service Engagement

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            Service | Summarize Service Engagement

            Summarizes engagements for a customer, theme, or channel.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, and Unlimited Editions with Data 360 and the Customer Signals Intelligence add-on
            User Permissions Needed  
            See Common User Access for Standard Agent Actions.

            Action Details

            API Name SummarizeServiceEngagement
            Reference Action Type Standard Action
            Reference Action

            Summarize Service Engagement

            (summarizeEngagement)
            Does this action execute one or more prompt templates? Yes

            Summarize Service Engagement and Prompt Templates

            This copilot action calls the Summarize Service Engagement standard invocable action, which uses internal-only prompt templates to summarize service engagements.

            Guidelines and Considerations

            The Summarize Service Engagement action requires the activation of Customer Experience Intelligence.

             
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