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            Engagement Copilot Flows Limitations

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            Engagement Copilot Flows Limitations

            Limitations are boundaries beyond which features are unavailable, performance is throttled, or usage billing charges are applied. Work with your account executive to find a solution that meets your goals.

            Required Editions

            Available in: Lightning Experience
            Available in: Starter, Professional, Enterprise, and Unlimited Editions with the Industry Service Excellence add-on license

            Consider these limitations when you use the Engagement Copilot flows:

            • Users can generate a summary with the Service Innovations Einstein Copilot: Get Engagements Details flow if the organization-wide sharing defaults (OWDs) are set to public read only or public read/write. If OWDs are set to private, users can generate a summary of the engagement records that they can access.
            • The summary generation fails if the flow generates data that exceed the token limit of the large language model (LLM) selected in the Generate Engagements Summary prompt template. To generate the summary, create a prompt template and select an LLM model that supports more tokens. You can't select a different LLM model after cloning the Generate Engagements Summary prompt template.
             
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