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AI summary/rollup

Related products:Fin & AI
  • February 27, 2026
  • 0 replies
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We’re looking for a feature for our internal team only, where an AI summary or rollup is available when a user reaches out. The rollup will be based on all previous conversations, pressing matters previously discussed, how often the user reaches out, CX scores, NPS scores, tags applied etc. The idea is to have one central place for all information on the user, so every time a team member makes contact with the user (or visa versa), we can have a glace at the summary and adjust the support accordingly. This should provide context for improving the quality of support.