Centro AI Summarize a Conversation Flow Element
Centro AI Summarize a Conversation Flow Element
The Salesforce Centro AI Summarize a Conversation Flow Element will pull the chat transcript or summarize (using Centro AI) the conversation within a Channel or Thread and pass it into the designated variable.
The Salesforce Flow element needs several variables to operate properly.
Channel Id most like populated from the Linked Conversation Object or Platform Event
Using the GlobalConstant variables from Salesforce to determine whether the use case requires a full chat transcript or a Centro AI Summary. The GlobalConstant of False will only return the chat transcript.
Create a variable for the output values of the chat transcript or Centro AI Summary.
Common Uses Cases:
Updating a Salesforce Case Record with the chat transcript or Centro AI Summary after a case is closed and before the conversation is archived.
Updating a Salesforce Opportunity Record with the chat transcript or Centro AI Summary after an Opportunity is Closed Won/Lost.
Notes:
Bot Messages are not included in the chat transcript or Centro AI Summary.
The Centro AI Summary and chat transcript review the last 30 messages in the conversation.
Salesforce text variables are limited to 4,000 characters, and this limitation will impact the length of the chat transcript or summary.
If the chat transcript or summary updates a Rich Text field in Salesforce, Centro recommends using the formulation HTMLENCODE to handle the < >.
