Genius: AI Customer Summary on Customer Contact Card
complete
M
Miguel Martinez
Summarize the customer history via the Customer Contact Card.
Michele McCoy
complete
We are thrilled to announce that this feature is now available for those store with Genius Max. https://drivecentric.canny.io/changelog/big-update-to-the-customer-contact-card
Drew Adler
in progress
Drew Adler
Merged in a post:
ADD AI TO SUMMARIZE CONVO
C
Cody Newman
AI is great, but have AI analyze conversations and pin a summary note at the top.
Jonathan Schultz
planned
Shelby Parker
Thank you for posting, Cody Newman! I have a few more questions for you:
- What specific types of conversations or interactions should the AI focus on for summarization?
- How detailed should the summary note be? Are there specific key points that should always be included?
- Would you like the summary to be updated in real-time as the conversation progresses, or only after the conversation has ended?
Drew Adler
under review
Shelby Parker
Hiya Miguel Martinez, thanks for this post! I have a few more questions for you:
- Can you provide more details on what specific information you would like the AI to summarize?
- How would you like the AI summary to be presented within the card?
- What is the frequency at which you would like these AI summaries to be updated?
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Miguel Martinez
Shelby Parker Thank you for getting back to me. A note from Ava (my AI's name) posted on the customer card that summarizes the customer and employee interaction within the past 48 hours will allow for a seamless communication between us and the customer. This will give us a snapshot of the communications and can quickly answer questions or follow up. Example: "Customer is interested in stock XXXX, mentioned she lives in La Puenta and has availability to come in on Saturday, appointment was not generated"