Konfigurer AI-drevne sammendrag for forretningsrelationsplaner med meddelelsesskabeloner, der er bygget på forhånd, og et FlexCard. Forøg produktiviteten af relationsmanagers ved at give dem en hurtig forretningssynopsis og sammendrag for klientmøder for at oprette og administrere forretningsrelationsplaner.
EditionsHeading
Tilgængelig i: Lightning Experience i Enterprise og Unlimited Edition, der har FSC Sales & Service-licensen eller FSC Sales-licensen og Einstein for Sales-tilføjelsesprogrammet aktiveret
Vigtigt Dette værktøj bruger generativ AI, som er kendt for at inkludere unøjagtige eller skadelige svar. Før deling eksternt, skal du gennemse outputtet for nøjagtighed og sikkerhed. Du påtager dig ansvaret for outputtet, når du deler.
Føj feltkomponenten Relationssammendrag til kontoregistreringsside Gør komponenten Relationssammendrag tilgængeligt for dine relationsmanagers ved at føje den til kontoregistreringssiden for kontoplanen. Relationsmanagers kan bruge relationsammendraget til at generere en forretningssynopsis af deres klientkonto.
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