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Einstein Summary to Generate Complaint Summary Setup
With Einstein Summary, service agents can quickly generate complaint summaries using the Auto Complaint Summarization prompt template.
Available in: Lightning Experience. Available in: Enterprise and Unlimited editions where Financial Services Cloud and FSC Service Einstein Add-On are enabled. |
- Einstein Generative AI Setup
Set up Einstein generative AI to get access to powerful generative AI features. - 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. - Assign Permission Sets for AI-Powered Summarization in Complaint Management
To use the AI-powered summarization in Compliant Management, assign the Einstein Summary and Prompt Builder permission sets to your users. - Enable Field-Level Security for Complaint Summary
Field-level security determines the access level for each field in an object. Use the Object Manager to enable the Field-Level Security for Complaint Summary field on the Public Complaint object. - Add Complaint Summary Field
Customize the Public Complaint page layout by adding the Complaint Summary field to the details section. Add the fields that are required for complaint summary. - Add Einstein Summary
Add the Einstein Summary component to the Public Complaint record page by using the Lightning App Builder. The Einstein Summary component helps generate summaries using a prompt template based on design-time attributes. - Customize Complaint Record Page to View Einstein-Enabled Field
To store the AI-powered summary of the complaint, add the Complaint Summary field to the Complaint record page using the Lightning App Builder.
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