AI Summary for Quote, Order and Customer

generate quote summary | generate order summary | generate customer summary the generate summary buttons allow users to generate ai powered summaries for quotes, orders, and customers directly from the corresponding salesforce record pages these summaries use your custom prompt configurations , ensuring that the tone, structure, and focus match your organization’s needs once configured, users can simply click a button on a record page to view the summary — no manual navigation required prerequisites before configuring the buttons, make sure the following are in place the salesforce user is mapped to a nue user with access ai model and relevant functional permissions (customize prompts, customer chatbot, etc ) you have followed the configure nue ai docid\ ex 7wtj7w2vy9pilxcou5 to define custo prompts for quote, order and customer summeries if necessary otherwise, the system prompts will be used configure ai summary button onto the page layout there are 2 options to add the summary buttons to the page layouts add the summary buttons to page layouts you can add generate quote summary , generate order summary , or generate customer summary buttons to their respective record pages (quote, order, account/customer) navigate to salesforce > settings > object manager open quote for quote summary order for order summary account for customer summary (or the object where your customer records reside) follow the steps below to add quick actions to the page layout select page layouts in the sidebar and open the layout mapped to the user profile in the palette, select mobile & lightning actions drag the appropriate generate summary button into the salesforce mobile and lightning experience actions section generate quote summary for quote layout generate order summary for order layout generate customer summary for account layout click save surface the buttons on lightning record pages if your org uses custom lightning record pages , you may need to expose these actions manually from a record (quote, order, or account), click the gear icon and select edit page select the highlights panel component if use tab’s actions is enabled, the actions from the page layout will appear automatically if actions are overridden, click add action , search for the relevant generate summary action, and add it alternatively, add a quick actions component to the page and include the desired summary action click save , then activate the lightning record page for your desired apps, profiles, or org default how it works for end users once configured, users will see the new buttons on record pages generate quote summary on quote records generate order summary on order records generate customer summary on customer (account) records when clicked, the button calls the relevant mcp tool generatequotesummary generateordersummary generatecustomersummary these tools use your custom prompts to generate tailored summaries, which will appear in a modal or panel depending on your salesforce ui configuration this allows users to generate summaries with the exact wording and structure defined by admins , ensuring consistency across teams note in salesforce, streaming is not fully supported at this time as a result, summaries are generated in non streaming mode, which may make the response appear slower than expected ai quote summary best practices for prompts to make the most of these buttons define clear, structured prompts in nue under ai prompts , specifying tone, formatting, and business context test prompts using the “test” function before rolling them out to ensure the summaries meet your standards keep prompts concise but directive — specify what to include (e g , discounts, co terms, key dates, owner) and how to present it (e g , bullet points vs narrative) regularly review and refine prompts as your workflows evolve