Set up and Configure Client Pulse
Configure Client Pulse so that advisors have AI-generated summaries of client activity and sentiment available at a glance before each conversation.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise and Unlimited Editions with the Agentforce for Financial Services add-on license or included in Agentforce 1 Financial Services Edition |
| User Permissions Needed | |
|---|---|
| To edit Lightning components in the Lightning App Builder: | Customize Application |
The AI Summary component in Lightning App Builder powers Client Pulse. The component appears as Client Pulse on person account record pages and as Household Pulse on household record pages. When configuring Client Pulse in Lightning App Builder, look for AI Summary in the components list.
Client Pulse generates an AI-powered financial summary each time advisors open a person account or a household record. The summary includes assets under management, financial performance changes, goals, plans, upcoming life events, and cases, giving advisors complete client context before an interaction.
- Client Pulse uses the AI Summary component, which requires specific permissions for users to access the component. Assign the required permissions to your users.
- Client Pulse generates summaries using Einstein Generative AI. Enable Einstein Generative AI in your Salesforce org.
- From Setup, in the Quick Find box, enter Agentic Advisor, and then select Agentic Advisor.
- Go to the Client Detail section.
- Next to the record page you want to configure, click Go to Lightning App Builder.
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Click the AI Summary component on the record page to open its properties.
Note If you're configuring a person account record page, the AI Summary component appears as Client Pulse. If you're configuring a household record page, the component appears as Household Pulse. - For the Prompt Template Type, confirm that Client Pulse is selected.
- For Prompt Templates, confirm that all prompt templates for the account type you want to configure are selected.
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If the Enable output cache checkbox isn't selected, then select the checkbox.
Note The Select Prompt Template to Autogenerate Summaries field requires Enable Output Caching to be turned on.
When you select the Enable output cache checkbox, the AI summary component retains the summary for 30 minutes even if the users switch contexts.
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In the Select Prompt Template to Autogenerate Summaries field, select the prompt
template that matches your org's data model and account type. See Client Pulse Flows
and Prompt Templates for the correct template to select.
When you enable output caching and select a prompt template, the selected prompt template runs automatically and generates the summary each time an advisor opens an account record in Agentic Advisor. For household accounts, the component retrieves summaries for all household members and uses a member field to identify which individual each summary belongs to.
