Field Service | Summarize Service Appointment Notes
Generates a summary of one or more service appointment notes. The output depends on the prompt templates the user has access to.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce or Einstein for Field Service or Industry add-on or included in Einstein 1 Edition or Agentforce 1 Edition for Field Service. Requires each user to have the Agentforce or Einstein for Field Service or Industry add-on to access the action. |
| User Permissions Needed | |
|---|---|
| See Common User Access for Standard Agent Actions. | |
Action Details
| API Name | SummarizeApptNotes |
| Reference Action Type | Standard Action |
| Reference Action | Summarize Appointment Notes |
| Does this action execute one or more prompt templates? | Yes |
Summarize Appointment Notes and Prompt Templates
This agent action calls the Summarize Appointment Notes standard invocable action to create service appointment note summaries. The Summarize Appointment Notes standard invocable action identifies notes for appointments based on the status category, start date, and end date. The Scheduled Start and Scheduled End OR the Actual Start and Actual End are checked to make sure that they fall within the start and end date range. If a date range isn’t provided, the agent action considers appointments for the past 6 months and provided status category.
Considerations
- The status category input must be an actual Status Category on the service appointment.
- The start date and end date range can’t exceed 6 months.
- Only service appointment records and the Service Note field can be summarized. Data Cloud and other data sources aren’t supported.
- Users can’t refine a previously generated summary.
- The summary doesn’t include news related to the account or company.
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