NextAgency can write a summary of any case for you. This short video shows how to create an AI case summary, choose what it draws from, and review the result.
In this video:
- Find the new AI Summary panel on a case’s Summary tab
- Choose the context sources to include — contact information, benefits, tasks and notes, emails, texts, and more
- Set the data timeframe for how far back the summary should look
- Generate the summary on demand
- Review, accept, copy, refine, or regenerate the result
- See when a summary was last generated and open the full text any time
Before you start: enabling AI Case Summaries
In most accounts these are already turned on. If you don’t see the AI Summary panel on a case, check the two settings below.
1. Turn on the feature in Settings. Go to Settings > Preferences and switch on AI Case Summary.
2. Add the AI Summary tile to the case. On a case, click the Select Tiles icon at the top right:
Then check AI Summary and click Save.