Hi guys,
have any of you run into this error? My users have the permissions Prompt Template User and Einstein for Service Innovations. I have places the AI summary component, they are able to see and use it on some records, but for Opportunities here they see this error.
Thank you for help in advance
2 answers
This error is not a permission issue — it occurs because no prompt template is available for the Opportunity object context.
Root Cause
- The AI Summary component only works when a Prompt Template is explicitly configured and assigned to that object
- You:
- Have permission → correct
- See it on other objects → confirms setup is partially correct
- But for Opportunity, there is no active prompt template mapped, so it shows “No prompt templates found”
What to fix
- Go to Prompt Builder
- Create or edit a Prompt Template
- Ensure:
- Object = Opportunity
- Template is Active
- Correct use case (e.g., Record Summary / Sales Summary)
- Assign visibility:
- Correct profiles / permission sets
- Save and activate the template
Important checks
- Template must be published/active, not draft
- Template must match the AI Summary use case
- Users must have access to that specific template, not just general permissions
Final Conclusion
The component works, but no prompt template is configured for Opportunity, so nothing is shown. Create and activate a Prompt Template mapped to Opportunity to resolve the issue.
