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            Enable Auto Complaint Summarization AI

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            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Enable Auto Complaint Summarization AI

            Give users access to the prompt template and prompt flow for Auto Complaint Summarization. Users can use the AI capabilities to generate a complaint summary.

            Required Editions

            Available in: Lightning Experience.

            Available in: Enterprise and Unlimited editions where Financial Services Cloud and FSC Service Einstein Add-On are enabled.
             
            User Permissions Needed
            To enable Auto Complaint Summarization AI setting:

            FSC Service Einstein AND Omnistudio User AND Prompt Template User

            OR

            FSC Service

            OR

            Financial Services Cloud Extension
            To create or update Omnistudio components Omnistudio admin
            To create and manage prompt templates in Prompt Builder Prompt Template Manager
            1. From Setup, in the Quick Find box, enter Financial Services AI Settings, and then under Financial Services, select Financial Services AI Settings.
            2. Turn on Auto Complaint Summarization.
             
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            Salesforce Help | Article