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 with security even if you aren’t monitoring their actions constantly.