Use case: Summarizing Account Records

Using the Summarize Account Record action and Account Summary topic, a telesales rep can get the account details of a customer when talking to then.

An account summary includes these details.

• Comprehensive account overview based on historical data.
• Retail store compliance summary for facing, promotion, shelf-share, and out-of-stock products.
• Key account performance insights such as highest- and lowest-performing products and revenue from orders.
• Historical orders and visits analysis to get insights on operational issues and facings, sorted by accounts, overdue tasks, sales trends.

• Create Prompt Template: Summarize Account Record
  The Summarize Account template creates an account summary that includes account performance, account compliance, and product recommendations to upsell.
• Create Agent Action: Summarize Account Record
  The Summarize Account action summarizes an account record. The summary includes account performance with top and bottom selling products, revenue based on historical orders, account compliance based on store audits and product surveys, and product recommendations to upsell.
• Create Agent Topic: Account Summary
  The Account Summary topic uses the Summarize Account Record to give telesales reps the summary of an account.