@Nithiya Narayanan

Yes, doable with care. Extend the meeting context that GenAI reads by adding data pages that pull customer facts (products owned, last purchase, demographics, churn risk) and expose them on the Account/Contact so the Prepare for Meeting prompt can reference them. In your ruleset, specialize the data transform or activity that builds the GenAI request and include those fields; then adjust the prompt template (GenAI skill) to ask for “personalized talking points based on product mix and history.” Keep data minimal and relevant to stay within token limits, and scrub PII you don’t need. Use access controls and audit logs for any sensitive fields; prefer summaries (e.g., “owns 3 policies, top product X”) over raw records. Cache or precompute heavy aggregates to avoid slowing the page. Test with A/B samples and guardrails for hallucinations (e.g., anchor prompts to “only use provided facts”). Note: Pega’s Prepare for Meeting already compiles emails, appointments, and summaries—you’re just enriching that context, not changing core behavior.