AI & Automation
Client history summary
AI writes a short trends paragraph from a customer's recent service history so you grasp the situation at a glance.
Where to access
On the client record / history view.
Related
How it works
- Open a customer with recent service history.
- Generate a short summary of recent trends and recurring problems.
- Use it to prepare for a call, visit or escalation.
- Dig into the full history for the details.
Tips
- A quick summary helps anyone on the team get up to speed on a customer in seconds.