Universal Containers (UC) needs to save agents time with AI-generated case summaries. UC has implemented the Work Summary feature.
What does Einstein consider when generating a summary?
When generating a Work Summary, Einstein leverages multiple sources of information to provide a comprehensive and accurate case summary for agents.
Conversation Context:
Einstein analyzes the details of the customer interaction, including chat or email threads, to extract relevant information for the summary.
Knowledge Articles:
It considers linked Knowledge Articles or articles referred to during the case resolution process, ensuring the summary incorporates accurate resolutions or additional resources provided to the customer.
Cases:
Einstein also examines historical cases and related case records to ground the summary in context from past resolutions or interactions.
Option A is correct as it includes all three: conversation context, Knowledge articles, and cases.
Option B is incorrect because it limits the grounding to conversation context only, excluding other critical elements.
Option C is incorrect because it omits case data, which Einstein considers for more accurate and contextually rich summaries.
'Einstein Work Summary and AI Case Management | Salesforce Trailhead' .
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