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            Enable Business Relationship Plan AI

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

            Enable Business Relationship Plan AI

            Give users access to AI-powered features such as prompt templates and also to the invocable action and flows used with them. Relationship Managers use the prompt templates to quickly summarize relationships and interactions for business relationship plans.

            Required Editions

            Available in: Lightning Experience in Enterprise and Unlimited Editions that have FSC Sales & Service license or the FSC Sales license and Einstein for Sales Add-On enabled
            User Permissions Needed
            To enable Business Relationship Plan AI setting:

            Financial Services Cloud Extension OR FSC Sales

            AND

            FSC Sales Einstein
            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 Cloud, select Financial Services AI Settings.
            2. Turn on Business Relationship AI.
             
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            Salesforce Help | Article