Summarize customer profile in the Customer 360 workspace
Use the Customer profile summarization skill to generate an AI-powered overview of a customer's status and information within the Customer 360 workspace. This feature helps customer service representatives quickly understand a customer's status to provide personalized, real-time support.
Antes de Iniciar
Role required: sn_bom.account_contributor, sn_bom.consumer_contributor
Por Que e Quando Desempenhar Esta Tarefa
The Customer profile summarization skill provides a concise, comprehensive summary of a customer's status in the Customer 360 workspace as part of Agentic Contact Center for Banking.
Procedimento
- Opcional:
After the summary is generated, you can perform additional actions.
Option Procedure Refresh the case summary Select the refresh icon ( 
) to reload the case summary with any new information that was added to the case.Provide feedback for the summary If you think that the summary was helpful, select the helpful icon ( 
). If you think that the summary wasn’t helpful, select the not helpful icon (
).This feedback improves the generative AI model and can help to improve the future versions of this skill. The system gathers the feedback on each generated summary and stores it in the generative AI logs (sys_generative_ai_log_list.do).
View the information about the case summary If you want to review details about the summary, select the more info icon ( 
).Expand or collapse the summary Select the expand card icon ( 
) or the collapse card icon (
) to see more details or fewer summary details.
O que Fazer Depois
Use an AI agent to engage in Q&A, anticipate customer needs, and surface actionable insights. For more information, see Generate customer insights in the Customer 360 workspace.