Summary
Learn how the AI contact summariser automatically compiles notes and activity into a clear overview to help you quickly understand contact interactions.
This article covers:
About the AI contact summariser
The AI contact summariser provides an automated overview of a contact’s activity within Box+Dice. It compiles key information from notes and interactions into a single summary view.
This feature is designed to help users quickly understand a contact’s history without needing to manually review individual notes or activities.
How the summary is generated
The AI contact summariser gathers information from existing contact records and presents it in a structured format.
- Combines notes recorded against the contact
- Highlights recent interactions and communication history
- Summarises property enquiries and inspections
The summary automatically updates when a contact record is opened, ensuring the information reflects the latest available data.
Access the AI summariser
The AI contact summariser is available directly within the contact screen.
- The summary is automatically displayed when opening a contact card
- It can also be accessed within the contact through Others> AI: Contact Summariser
This allows users to quickly review key information before contacting a client.