通过 AI 支持的关系汇总和客户会议汇总，提高关系经理在正常活动中的效率。“汇总关系”提示模板获取相关的客户计划数据，并生成关于赢得损失趋势、未处理业务机会和未解决个案的结构化见解。关系经理可以使用这些见解为客户创建战略业务关系计划。关系经理可以使用“汇总互动”提示模板轻松获取会议记录，以了解有关客户计划目标的当前讨论。使用默认提示模板或自定义它们，以满足您的业务需求。
所需的 Edition
适用于：Lightning Experience in Enterprise and Unlimited Editions, 启用了 FSC Sales & Service 许可证或 FSC Sales 许可证和 Einstein for Sales 加载项
启用业务关系计划 AI 允许用户访问 AI 支持的功能，例如提示模板，以及与其一起使用的可调用操作和流。关系经理使用提示模板快速汇总业务关系计划的关系和交互。
创建客户关系和交互汇总的流 使用关系汇总，以帮助关系经理减少手动检查最新更新的开销。当新的个案或业务机会记录添加到客户时，或者当新的交互添加到业务机会记录时，关系经理可以获得最新的关系汇总。在上次交互汇总生成后，当新的交互记录添加到客户计划目标时，关系经理可以刷新交互汇总。如果他们对回复不满意，他们可以要求 Einstein 重写草稿。
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