To configure Agentic Account Summary:

1. Ensure Configuring Vault AI in CRM is complete.

2. Navigate to Admin > Configuration > Vault AI Setup > Agents.

3. Select the Account Summary Agent (pre_call_agent__v).

4. Select Edit.

5. Select Active in the Status picklist.

6. Select Save.

7. Expand the Actions section.

8. Verify the appropriate agent actions are Active for the agent.

   • Summarize Account - Summarizes the account activity