As your business grows, so does your contact list. So what can you do when you need to touch base with someone but don’t have the time to check their entire contact card? The Ask AI feature can help. Follow these steps to instantly generate a summary of any contact.

How To Use Contact Summary #

• Navigate to the sub-account and click the stars icon to open the Ask AI module.
• Select the Summarize a contact prompt.
• Pick a contact from the drop-down menu, then click Submit.

This will provide you with a Contact Summary that includes a general overview of:

• Recent activity.
• Payment insights.
• Upcoming appointments.
• Open tasks and opportunities for deals.
• Overall engagement trends.

If you need specific information about a contact, such as their payments, appointments, or related tasks, you can ask the AI assistant for the information. Along with the information, the Agent will provide you with useful insights into the contact, helping you manage interactions even if you aren’t monitoring their actions constantly.

Frequently Asked Questions #

How do I open the Ask AI module? #

Navigate to the sub-account and click the stars icon to open the Ask AI module, then select the “Summarize a contact” prompt.

What does the Contact Summary include? #

The Contact Summary provides a general overview of recent activity, payment insights, upcoming appointments, open tasks and deal opportunities, and overall engagement trends.

Can I ask for specific details about a contact? #

Yes. You can ask the AI assistant for specific information such as a contact’s payments, appointments, or related tasks, and it will return that information along with useful insights.

How do I select which contact to summarize? #

After choosing the “Summarize a contact” prompt, pick the contact from the drop-down menu and click Submit to generate the summary.

Why use the Contact Summary Agent? #

It saves time by instantly generating a summary instead of requiring you to review an entire contact card, helping you stay informed and manage interactions even when you are not monitoring activity constantly.

Where is the Contact Summary Agent located? #

It lives inside the Ask AI module within a sub-account, accessed by clicking the stars icon.