Introducing the Contact Summary Agent for Instant Insight

Instant Insights at Your Fingertips: Introducing the Contact Summary Agent

What’s New?

We are excited to announce a new addition to our suite of features that enhances your interaction with your contacts: the Contact Summary Agent. This powerful tool gives you the ability to instantly generate comprehensive summaries of your contacts using natural language prompts such as:

• “Summarize a contact”
• “Summarize my contact”

With this feature, you can:

• 🧾 Quickly generate a detailed summary of any contact
• ❓ Ask detailed questions about a contact’s history, payments, tasks, appointments, and more—effortlessly, using everyday language.

Why It Matters

Managing contact information often involves jumping through various screens and piecing together information scattered in different sections like conversations, notes, payments, or tasks. The Contact Summary Agent consolidates all this data into one clear summary, saving you time and enhancing your efficiency.

By having all pertinent details consolidated in one place, you no longer need to waste time on manual look-ups or switching between different platforms. Receive the information you require swiftly and seamlessly.

Key Benefits

Instant Contact Summaries

• Recent activity: See all recent interactions and movements at a glance.
• Payment insights: Get a breakdown of total payments, outstanding balances, and more.
• Upcoming appointments: Never miss an opportunity to connect.
• Open tasks and deal opportunities: Keep track of what needs attention.
• Overall engagement trends: Understand your contact’s engagement at a glance.

Conversational Q&A

Pose questions in natural language such as:

• “What’s their payment history?”
• “Are there any pending tasks for them?”

Receive clear, concise answers instantly, enhancing your workflow.

Where to Find It

To access this feature:

• Navigate to your desired account
• Select Ask AI
• Enter a prompt like: ➡️ “Summarize a contact”

We welcome your feedback! Share your thoughts on how this tool assists you in maximizing your productivity.

For more information and support, feel free to check out our FAQs or Contact Us directly for assistance.

In Case You Missed It: Learn about our latest product enhancements on enhanced social planner features for better control and flexibility.