Interaction Management Agent

The Interaction Management Agent recommends a summary of the Interaction so a specialist can grasp the request, any products, communication preferences, and other details at a glance before reviewing the other recommendations. It currently generates the summary from the Interaction's inbound email.

How the agent works

Following its reasoning instructions, the agent runs three actions in order:

1. Retrieve the Interaction with the AIMI Agent: Get Interaction Details flow.
2. Pass those details to the Interaction: Summary prompt template, which generates the analyst-ready summary from the Interaction's inbound email.
3. Call the AIMI Agent: Create Interaction Summary Response Log flow to write the prompt's response to a new AIMI Response Log of record type MAI_Interaction_Summary, storing the summary in MAI_Interaction_Summary__c.

In the review panel

The summary is a recommendation to review rather than a record to create. In the AIMI Recommends panel it appears first. The specialist can:

• Add to Notepad, copy the summary into the Interaction notepad. Once added, the button is hidden so it cannot be added twice.
• Check Source, open the originating email to confirm what the summary was based on.

Actions available for reasoning

Action	API name	Type
AIMI Agent: Get Interaction Details	MAI_AIMI_Agent_Get_Interaction_Details	Flow
Interaction: Summary	MAI_Interaction_Summary	Prompt template
AIMI Agent: Create Interaction Summary Response Log	MAI_AIMI_Agent_Create_Interaction_Summary_Response_Log	Flow

See Recommendation types → Interaction Summary for the full field reference.