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使用 Einstein 生成式 AI 生成响应的业务关系计划汇总提示模板
“汇总关系”和“汇总交互”提示模板为您的用户提供结构化的、AI 支持的见解。用户可以使用这些模板为客户计划获取客户业务和行业的简明业务摘要,或者分析每次客户会议。

使用更普遍的搜索词。
选择更少的筛选器,并扩大搜索范围。
“汇总关系”和“汇总交互”提示模板为您的用户提供结构化的、AI 支持的见解。用户可以使用这些模板为客户计划获取客户业务和行业的简明业务摘要,或者分析每次客户会议。
| 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 |
“汇总关系”提示模板使用“获取关系汇总详细信息”提示流,为您提供关于赢得损失趋势、未处理业务机会和未解决个案的快速见解。提示流从五个交互记录中的五个业务机会记录、五个个案记录和五个交互汇总记录中检索数据,所有这些记录都与客户计划相关。
“汇总交互”提示模板使用“获取交互汇总详细信息”提示流,为您提供在客户计划目标上下文中最近与客户进行的五次交互的汇总。
您可以在提示生成器中管理和自定义汇总提示模板。

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