Use Generative AI to summarize custom objects

Object summaries using generative AI makes it easy for users to get a quick and easy view of the object with it's details. 25A release allowed users to view narrative summaries of Accounts, Opportunities, Leads and Activities on these objects. With this feature, you can use generative AI to summarize custom objects as well. As you build custom object pages in Redwood Sales, you can easily generate custom object summary and then display that in the UI.

Narrative summary using generative AI gives users a quick and easy way to gather details about their objects.

Steps to Enable

Make sure Use Generative AI in Sales is enabled. If not, follow the steps below

  1. Login as an Administrator and navigate to "My Enterprise"
  2. Click on Offerings
  3. Click on Sales offering
  4. Click on Opt-in features
  5. Click on Pencil icon next to Intelligence in Sales
  6. Click on Enable and then click on Done.
    1. If Enable option is not enabled, make sure the check box for Intelligence in Sales in step 5 is enabled.

Next, modify the prompt that you would like to use for summarization purpose. To do so, 

  1. As an administrator, create an enter a sandbox and select HCM Design Experience Studio tool.
  2. Click on HCM Design Experience tool
  3. Click on AI Configurator
  4. Search for prompt with prompt code cx.sales.summarize_custom_object
  5. Expand the section for Seeded Prompts
  6. Clone one of the five prompts and then edit the prompt to include header level fields from specific custom object
  7. Preview and test the prompt with test data and then save.

You can now use this prompt from the API to summarize custom object

API: POST https://<host name>/api/sales-common/gen-ai/v1/summarizations/generate

Body Parameters:

{

    "promptCode": "cx.sales.summarize_custom_object1",

    "object": ">custom object api name>",

    "puid": "<puid of the custom object to summarize>"    

}

Tips And Considerations

  1. To reference the field in the prompt, follow the following syntax {objectAPIname.fieldAPIName}
  2. Currently only header level fields can be used in the prompt
  3. There are five prompts provides so you can modify up-to five prompts and therefore use generative AI to summarize five custom objects.