Business Relationship Plan Summary Prompt Templates to Generate Responses with Einstein
Generative AI
The Summarize a Relationship and Summarize an Interaction prompt templates provide
structured, AI-powered insights to your users. Your users can use these templates to get a concise
business summary of their client’s business and industry for the account plan, or to analyze each
client meeting.
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
The Summarize a Relationship prompt template uses the Get Relationship Summary Details prompt
flow to give you rapid insights on win-loss trends, open opportunities, and unresolved cases. The
prompt flow retrieves data from five Opportunity records, five Case records, and five Interaction
Summary records under each of the five Interaction records, all of which are related to the
account plan.
The Summarize an Interaction prompt template uses the Get Interaction Summary Details prompt
flow to give you a summary of the five most recent interactions with the client that take place
in the context of an account plan objective.
You can manage and customize summary prompt templates in the Prompt Builder.
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