1. Understanding agents

Summarizer

The Summarizer is an agent that creates concise, accurate summaries of long-form content while preserving key information, tone, and intent. It works with documentation, transcripts, reports, and similar materials, producing actionable summaries in an editable and shareable format.

After you enter content or upload documents, the agent:

  • Analyzes the content and identifies key information.

  • Generates a faithful summary tailored to your specified format and goals.

When to use

Use the Summarizer for the following business scenarios:

  • Condensing long documents into executive-ready summaries.

  • Extracting key insights from reports, transcripts, or research.

  • Preparing summaries for presentations or stakeholder updates.

Edit the configuration

Before running this agent, review and update its configuration to control how it generates content.

The configuration determines what the agent produces and how it behaves, so you can align it with your brand, audience, and use case.

Before you begin

Make sure you have a Builder License assigned to your user account. This license is required to edit agents.

To edit the configuration:

  1. In the navigation menu, click Agentic and then, in the left sidebar, click Agents.

  2. On the Agents page, find Summarizer and then click Edit .

  3. Review and configure the settings on the following tabs:

    • Overview - view the agent's basic information, how it works, and inputs required to run it.

    • Parameters - define guidance that shapes how content is generated. For example, you can specify target audiences, channels, languages, and formats.

    • Schemas - define structured JSON output formats. For example, you can add schemas for blog posts, email content, or social media posts.

    • HTML Templates - define how generated content is formatted and displayed in previews. Templates typically correspond to the defined schemas.

    • Workflow - view the agent’s execution workflow, including all processing steps. This tab is read-only.

  4. Click Save Changes and then click Back to agents.

  5. Run the agent.

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