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.

When you draft an email or create a task, note, or ticket in NextAgency you'll use a text editor. Sometimes you're rushed so your message or description isn't as polished as you'd like it to be. Or it's just not looking as clear as you know it could be. That's why there are editors. Everyone needs one, and now you have one.

Meet AI Assist. Click the AI Assist button in the text editor to open the assistant. Choose what you'd like to do with your text:

• Proof the text for spelling and grammar errors
• Improve Writing rewords your text
• Shorten makes your text more concise while preserving your intent
• Change Tone rewrites the text to sound professional, empathetic, casual, neutral, or educational
• Translate  converts your writing to one of several languages
• And, for tasks, notes, and tickets, Summarize consolidates the text while preserving the intent — especially useful after entering long notes from a call or meeting 

In this video, we’ll walk through how to use AI Assist.