Generate customer insights in the Customer 360 workspace

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Use the Banking CSR customer insights AI agent in the Customer 360 workspace to automatically consolidate customer data and generate persona-based insights. These insights help customer service representatives (CSRs) prepare for callbacks, conduct proactive outreach, and identify high-value customers requiring attention.

    Antes de Iniciar

    Role required: sn_bom.account_contributor, sn_bom.consumer_contributor

    Por Que e Quando Desempenhar Esta Tarefa

    When requested, the Banking CSR customer insights AI agent will begin consolidating customer data and presents actionable persona-based insights to help CSR agents prepare for callbacks, perform proactive outreach, or identify high-value customers that need attention.

    Procedimento

    1. Navigate to All > Financial Services Operations > Workspace.
    2. Open a customer record.
      The customer record displays in the Customer 360 workspace.
    3. Select Ask Now Assist.
      The Now Assist panel displays. The Banking CSR customer insights AI agent begins analysis and displays customer insights, highlighting priority items and suggested follow-up steps. Pills are displayed for certain insights.
    4. Select a pill to perform that action, or engage in conversation with the agent to have it assist with answering questions and reviewing the customer's profile.