Unlock Quick Insights with Our New Contact Summary Feature!

Hey there, small business owners! We’re excited to share a helpful new feature designed just for you! With the latest addition to our CRM, you can easily get actionable insights about your contacts without any hassle.

📌 Why This Matters

Your contact information tends to be scattered across various systems—conversations, notes, payments, tasks, and more. With this feature, everything is brought together in one convenient place, allowing you to access important details without extra clicks or searches. Think of it as having a personal assistant ready to provide information at a moment’s notice!

✨ What’s New

• Instant Contact Summaries: Generate quick summaries for any contact you need.
• Conversational Q&A: Ask specific questions in natural language about your contact’s activities, payments, tasks, and appointments!

🛠️ How to Use It

1. Step 1: Navigate to your desired sub-account.
2. Step 2: Go to the Ask AI section and type in your question like “Summarize a contact” to receive instant insights!

💡 Pro Tip

Utilize this feature during client meetings to provide quick updates without flipping through multiple screens!