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A user prompts Einstein Copilot to summarise a customer support interaction about a login problem.
Financial Services

Client Support Summaries

Accurately summarising client support interactions takes detailed review, and can be prone to human error. Einstein Copilot’s generative AI can synthesise support interaction data to create concise, accurate summaries to ensure consistency and save time.

A Prompt Template Text input window.
Prompt Template: Custom

Summarise Open Cases

Overview
Summarise open cases for an account, grouping by priority.

Objects Referenced
Accounts, Cases

Template Type
Field Generation

Data Sources
CRM, Flow

How to Use This Template

  1. Create a new template using the one shown here as a base, and add your own data.
  2. Edit a Lightning page using Lightning App Builder and assign the template to a Field.
Get prompt template
A Prompt Template Text input window.
Prompt Template: Custom

Summarise Open Orders

Overview
Summarise open orders for a client to help prioritise which ones to focus on.

Objects Referenced
Accounts, Orders

Template Type
Field Generation

Data Sources
CRM

How to Use This Template

  1. Create a new template using the one shown here as a base, and add your own data.
  2. Edit a Lightning page using Lightning App Builder and assign the template to a Field.
Get prompt template
A Prompt Template Text input window.
Promot Template: Custom

Summarise Invoices

Overview
Summarise invoices to help get an understanding of what’s happening with a client regarding billings or payments.

Objects Referenced
Accounts, Invoices

Template Type
Field Generation

Data Sources
CRM

How to Use This Template

  1. Create a new template using the one shown here as a base, and add your own data.
  2. Edit a Lightning page using Lightning App Builder and assign the template to a Field.
Get prompt template
A Prompt Template Text input window.
Prompt Template: Custom

Summary of Activities

Overview
Summarise recent activities for a client grouping by priority.

Objects Referenced
Accounts, Activities

Template Type
Field Generation

Data Sources
CRM

How to Use This Template

  1. Create a new template using the one shown here as a base, and add your own data.
  2. Edit a Lightning page using Lightning App Builder and assign the template to a Field.
Get prompt template
A Prompt Template Text input window.
Prompt Template: Custom

Summarise Open Opportunities

Overview
Summarise open opportunities to help prioritise which ones to focus on.

Objects Referenced
Accounts, Opportunities

Template Type
Field Generation

Data Sources
CRM, Flow

How to Use This Template

  1. Create a new template using the one shown here as a base, and add your own data.
  2. Edit a Lightning page using Lightning App Builder and assign the template to a Field.
Get prompt template
A Prompt Template Text input window.
Prompt Template: Custom

Insurance Policies

Overview
Summarise insurance policies including information on the number of policies, dates, and other key information.

Objects Referenced
Accounts, Insurance Policy, Insurance Policy Asset

Template Type
Field Generation

Data Sources
CRM, Flow

How to Use This Template

  1. Create a new template using the one shown here as a base, and add your own data.
  2. Edit a Lightning page using Lightning App Builder and assign the template to a Field.
Get prompt template
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