Redwood Account Summary Upgraded to Agentic Framework

The new feature introduces an AI-generated account summary that opens in a convenient drawer from the account foldout, giving sellers an immediate, concise view of key details. Users can choose from menu-based summary types—including a general overview, contacts, metrics, news, and more—and refresh the data on demand. Customers may also require users to explicitly save generated text if desired. Together, these summaries provide quick insight into account health, important numbers, and notable or actionable information to guide next steps.

This feature streamlines account research, reducing preparation time and improving seller productivity. By giving teams fast access to clear insights and key metrics, it supports more informed decision-making and higher-quality customer interactions. Consistent, AI-generated summaries also strengthen coaching, forecasting, and territory reviews, ultimately driving stronger pipeline momentum and revenue outcomes.

Steps to Enable and Configure

The AI components for this feature on one by default.

To configure implicit (default) versus explicit save on the user interface, administrator must use the profile option: ORA_ZCA_AI_ACCT_SAVE