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. Then, in the left sidebar, select Agents.

  2. On the Agents page, find Summarizer.

  3. Click the actions menu > Edit.

  4. Review and configure the tabs:

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

    • 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.

  5. Click Save Changes. Return to the Agents page and run the agent.

Run the agent

Use the Summarizer to create a concise, accurate summary of user-provided content.

To run the agent:

  1. In the navigation menu, click Agentic. Then, in the left sidebar, select Agents.

  2. On the Agents page, find Summarizer.

  3. Enter a Space Title for the run.

    In the Agents section, the selected agent is added by default.

  4. Provide the required input:

    • Content to summarize - enter or paste the content that you want to summarize.

  5. Optionally, provide the following:

    • Context - provide additional background that guides how the AI generates responses. Click Add context to include:

      • Artifacts - use any artifacts previously generated in the current space.

      • Brand kits - select your organization's brand kit.

    • Supporting files - click Browse to upload supported files related to your request.

  6. Click Create.

  7. The new space created for the run opens. Click Run to start the agent.

    Tip

    Processing might take some time. You can leave the page and return to the space at any time to track progress.

    When processing is complete, the results appear in the space.

    Important

    Always review AI-generated artifacts carefully and validate key information before using them.

    To learn more about what’s included in a space, see View a space.

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