When a conversation with a client gets lengthy, use the AI summary to focus on key points and actions.
To summarise a conversation:
- Select the Messages tab in Smokeball or within a Smokeball matter, and open the relevant conversation.
Select the AI (sparkle) icon on the top-right corner.
A panel on the right-hand side of the screen will appear, displaying the AI Summary of the conversation so far.
Good to know
- You can summarise internal and external matter conversations so long as you are a participant in the conversation. However, you cannot summarise conversations in Channels or Direct Messages between staff.
- Only staff can view the summary.
- Clicking on the AI button again will remove the previous summary. The new summary will account for any new messages that have been posted in the conversation.