AI Case Summaries help you quickly understand the most important details of a case without having to manually review every tab. Using AI, you can generate a concise summary of case information, choose which data sources to include, and refine the results to meet your needs.
Enabling AI Case Summaries
To enable AI Case Summaries, navigate to:
Settings > Agency Settings > Personal. Then toggle AI Summary on.
Displaying the AI Summary Tile
To display the AI Summary section within a case:
- Open any case record's summary tab.
- Click Select Tiles.
- Select AI Summary.
The AI Summary tile will now appear on the Summary page.
Generating a Summary
To generate a new summary:
- Open the AI Summary tile.
- Click Add Summary.
- In the modal window, select the data sources you would like AI to use when generating the summary.
Available context sources include:
- Contact Information
- Benefits
- Tasks and Notes
- Dependents
- Files (file names only)
- Commissions
- Calls
- NextMail (Emails)
- NextText (Texts)
- Sales
You can use the Select All or Deselect All options to quickly manage your selections.
By default, AI uses information from the past year when generating a summary. You can adjust the timeframe to include more or less historical data as needed.
Once your selections are complete, click Create to generate the summary.
Editing and Refining a Summary
After a summary has been created, the Add Summary button changes to Edit Summary.
Click Edit Summary to reopen the AI Summary modal and access additional options.
Within the modal, you can:
- Regenerate the summary
- Refine the existing summary
- Copy the summary to your clipboard
- Accept a newly generated version
- Cancel changes
Refine Options
The Refine dropdown provides the following options:
Summarize
Creates a more concise version of the summary while retaining the key points.
Shorten Summary
Reduces the overall length of the summary while preserving important information.
More Details
Expands the summary by including additional context and details.
Please note that tone adjustment options are not available for AI Case Summaries.
Accepting Changes
When a summary is regenerated or refined, AI generates a new version for review.
You can then choose to:
- Accept the new version to save it
- Copy the content to your clipboard
- Cancel to discard the changes
The previously accepted summary remains available until a new version is accepted.
Please Note: AI can make mistakes. We recommend reviewing all generated summaries and verifying important details before using them for decision-making or client communications.
If you have any questions, please contact the Support Team.