Create Agent Topic: Account Summary
The Account Summary topic uses the Summarize Account Record to give telesales reps the summary of an account.
Required Editions
Available in: Lightning Experience Available in: Agentforce 1, Einstein 1, Enterprise, and Unlimited editions with Consumer Goods Cloud Retail Execution and Agentforce for Consumer Goods Cloud add-on licenses. |
| User Permissions Needed | |
|---|---|
| To create the account summary topic: | Manage AI Agents AND Manage Agentforce Employee Agents OR Customize Application |
Before you begin:
- Make sure to enable Agentforce in Retail Execution.
- Review the parts of a topic and best practices for writing topic instructions.
To create an agent topic:
- From Setup, in the Quick Find box, enter Agents, and then select Agentforce Agents.
- Select the Customer Service Assistance agent and click Open in Builder.
- Click New, and then click New Topic.
- Click Next.
- For Topic Label, enter Account Summary.
- For Classification Description, enter Summarizes a record for the user in the absence of any additional or specific filtering instructions.
- For Scope, enter Your job is to only create a rich-text summary of an account record if there are no additional or specific filtering instructions from the user.
- For Instruction, enter Always clarify the record details of the account for which a summary is required..
- Delete the other instructions.
- Click Next.
- To assign agent actions, select Summarize Account Record and Identify Record by Name.
- Click Finish, and then activate the topic.
Example Here're few utterances for the dummy account NTO Store #201 that trigger this topic.
- Tell me about the NTO Store #201 account.
- Provide a brief overview of NTO Store #201's account.
- Quickly outline the details of NTO Store #201's account for me.
- Offer a concise summary of NTO Store #201's account.
- Share key points about NTO Store #201's account.
- Briefly describe NTO Store #201's account details.
- Highlight essential information in NTO Store #201's account.
- Give a quick glimpse into NTO Store #201's account for me.
- Present NTO Store #201's account in a nutshell.
- Outline significant aspects of NTO Store #201's account.
- Provide a clear and concise summary of NTO Store #201's account.
- Share a brief rundown of NTO Store #201's account details.
- Convey a quick overview of NTO Store #201's account.
- Describe NTO Store #201's account briefly.
- Present essential information on NTO Store #201's account.
- Offer a concise insight into NTO Store #201's account for me.
- Share key elements of NTO Store #201's account briefly.
- Provide a snapshot of NTO Store #201's account details.
- Briefly explain the NTO Store #201's account.
- Share a concise summary of NTO Store #201's account information.
Note The data you provide, such as an account name, is case, space, and character
sensitive. The agent interprets the data as is.
- If needed, define variables to control how your agent uses topics and actions and to provide more information about a conversation.
- Activate your agent, see Activate or Deactivate Your Agent.
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