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Enable Auto Complaint Summarization AI

Enable Auto Complaint Summarization AI

Give users access to the prompt template and prompt flow for Auto Complaint Summarization. Users can use the AI capabilities to generate a complaint summary.

Required Editions

Available in: Lightning Experience.

Available in: Enterprise and Unlimited editions where Financial Services Cloud and FSC Service Einstein Add-On are enabled.

 
User Permissions Needed
To enable Auto Complaint Summarization AI setting:

FSC Service Einstein AND Omnistudio User AND Prompt Template User

OR

FSC Service

OR

Financial Services Cloud Extension

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, select Financial Services AI Settings.
  2. Turn on Auto Complaint Summarization.
 
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