AI Summarization & Sentiment Analysis

AI Summarization

The Smart Summary provides a quick, AI-generated overview of a contact’s key details and recent activity.

Where to Find It

Currently, the Smart Summary is available inside a contact’s profile, in the Summary tab.

✨Smart Summary (AI)

 What It Does

• Automatically summarizes the contact’s essential information.
• Highlights role, relationship type, contact info, and notes.
• Updates dynamically as new details are added.

💬 Sentiment Analysis

The Sentiment Analysis feature uses AI to detect the tone of your conversations, helping you understand how interactions are going at a glance.

Where to Find It

You can view sentiment tags in two places:

• Inside a contact’s Communication tab
• Or directly from the main Communications tab on the left-hand panel

Sentiment Types

• Positive (Green): Indicates a friendly or successful interaction.
• Neutral (Dark Gray): Reflects balanced or factual communication.
  
• Negative (Red): Signals frustration or an issue that may require follow-up.

💡 Why It’s Useful

• Instantly gauge client satisfaction and tone.
• Spot which conversations might need attention.
• Track overall sentiment trends to improve communication strategy.

Sentiment in Automations

Beyond simple tone detection, Sentiment Analysis can actively influence your automations.

How It Works

1. Sentiment Evaluation
   The AI reviews the latest communication and assigns a sentiment score (Positive, Neutral, or Negative).

2. Recommendation Trigger
   Based on that tone, the AI generates a suggestion — for example:
   “The message content is neutral, primarily consisting of informational and disclaimer text with no emotional tone.”

3. User Notification
   The targeted user (Contact Assignee or Contact Owner) receives a notification showing:

   • The record the suggestion applies to

   • The AI’s recommendation message

   • A text area for adding notes or merge fields for more context

     

4. Decision Control
   The user can then choose Yes or No directly from the notification to continue or stop the automation.

Real-Time Updates

Both Smart Summaries and Sentiment Analysis update automatically whenever new information or interactions are detected — ensuring your insights stay current.