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:
- Retrieve the Interaction with the AIMI Agent: Get Interaction Details flow.
- Pass those details to the Interaction: Summary prompt template, which generates the analyst-ready summary from the Interaction's inbound email.
- 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 inMAI_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.