🚀 Now Live: Contact Summary Agent in Ask AI

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Certainly! Here’s a revised version for better readability:

Introducing the Contact Summary Agent

We’ve launched a powerful new feature in Ask AI — the Contact Summary Agent. This tool is designed to provide you with instant, actionable insights about your contacts.

With a simple prompt like:

“Summarise a contact”
“Summarise my contact”

🧾 You can instantly generate a summary of any contact.

Ask Specific Questions

You can inquire about various aspects of your contacts, such as their history, payments, tasks, appointments, and much more — all in natural language. Your contact information is typically spread across conversations, notes, payments, tasks, and more. The Contact Summary Agent consolidates this information, eliminating the need for you to do it yourself.

Forget about switching screens or searching for details. You’ll receive quick, clear answers whenever you need them.

Key Features

📝 Instant Contact Summaries

  • Recent activity
  • Payment insights (totals and outstanding balances)
  • Upcoming appointments
  • Open tasks and deal opportunities
  • Overall engagement trends

Ask natural questions like:

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

You’ll receive fast, easy-to-read responses — no setup required.

Getting Started

Head to: Desired Account → Ask AI
Then try: ➡️ “Summarise a contact”

We’d love to hear your thoughts! Use the feedback options to let us know how it’s working for you.

Feel free to let me know if you need any further adjustments!