🚀 Now Live: Contact Summary Agent in Ask AI

We’ve launched a powerful new skill in Ask AI — the

Contact Summary Agent

— designed to give you instant, actionable insights about your contacts.

✨ What’s New?

With a simple prompt like:

“Summarize a contact”
“Summarize my contact”

You can now:

🧾 Instantly generate a summary of any contact
❓ Ask specific questions about a contact’s history, payments, tasks, appointments, and more — all in natural language

✅ Why It Matters

Your contact information is spread across conversations, notes, payments, tasks, and more. The Contact Summary Agent pulls it all together, so you don’t have to.

No more jumping between screens. No more digging for details. Just quick, clear answers — when you need them.

🔍 Key Benefits

📝

Instant Contact Summaries

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

💬

Conversational Q&A

Ask natural questions like:

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

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

📍 Where to Find It

Head to: Desired
Sub-Account
→
Ask AI
Then try: ➡️ “Summarize a contact”

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