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Manage Automatic Generation and Saving of Messaging Session Summaries

Manage Automatic Generation and Saving of Messaging Session Summaries

Work Summaries for Enhanced Messaging generates a summary automatically as soon as the service rep or customer ends a conversation. By default, the summary appears on the console for service reps to review and save. To save summaries automatically without service rep review, turn on Automatically Save Summaries.

Required Editions

View supported editions.
User Permissions Needed
To store messaging session summaries in Salesforce object fields: Edit (on Salesforce object) OR Modify All Data
  1. From Setup, in the Quick Find box, enter Einstein Work Summaries, and then select Einstein Work Summaries.
  2. Go to the Enhanced Messaging tab.
  3. To control whether a summary is created as soon as the service rep or customer ends a conversation, turn Automatically Generate Summaries on or off. This setting is on by default.
    • When it's on, summaries are generated as soon as the conversation ends, and they appear on the console for service reps to review and save.
    • When it's off, service reps generate summaries manually with Get Einstein Recommendations.
  4. To control whether summaries are saved without service rep review, turn Automatically Save Summaries on or off. This setting is off by default.
    • When it's off, summaries appear on the console, where service reps review and save them.
    • When it's on, summaries are saved automatically, without manual review or saving.
 
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