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            Financial Services | Create Interaction Summary

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            Financial Services | Create Interaction Summary

            Log meeting notes, next steps, and related records based on meeting discussion with interaction summary records. The action identifies the account name from the conversation. If the account name is unknown, the action prompts the user to provide either the account ID or interaction ID before creating an interaction summary record.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action.
            User Permissions Needed
            To create an interaction summary for the meeting:

            Access Banking Relationship Assistance

            AND

            Einstein for Financial Services
            See Common User Access for Standard Agent Actions.

            Action Details

            API Name CreateInteractionSum
            Reference Action Type Flow
            Reference Action Create Interaction Summary
            Does this action execute one or more prompt templates? No

            Considerations

            • The action creates records automatically to keep the conversation smooth. If you need user confirmation for record creation, clone the action and add the necessary confirmation steps.
             
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