Generate a concise case-and-resolution summary so the record is complete.
Writing case wrap-up notes is manual and often skipped. Einstein work summaries generate a concise summary of the case and its resolution, so the record is complete without the agent writing it.
Show faster, more consistent service inside Salesforce with automation metrics.
See where the AI reduces effort and where classification or replies need tuning.
Resolve common requests end to end with a scoped AI agent that escalates the rest.
Complete handling the case.
Ask Einstein to summarise the case and resolution.
Review the summary for accuracy.
Save it to the case record.
Use consistent summaries for reporting and future reference.
**Scenario**: You just resolved a case where [a customer] couldn't log in. 1. You complete handling the case. 2. You ask Einstein to summarise the case. 3. Einstein generates a summary of the customer's issue, the steps taken, and the resolution. 4. You review the summary and confirm it is accurate. 5. You save it to the case record.
Summarise this case at closure: the customer's issue, the steps taken, and the resolution, as a concise wrap-up note for the case record.
Get a complete, on-brand draft grounded in the team's knowledge to review and send.
Send each case to the correct queue automatically, removing manual redirection.