Summarize a Client Portal Message with AI

Smokeball includes a messaging AI tool to help you get up to speed on lengthy conversations. Follow these steps:

  1. Select the Messages tab of your conversation.
  2. Select the Summarize Conversations button in the upper right.
  3. The summary will appear as an orange speech bubble in the lower left corner from "Conversation Summary (AI-generated)."

Additional Notes

  • You can summarize internal and external conversations so long as you are a participant in the conversation.
  • Only internal users can view the summary.
  • Clicking on the Summarize Conversation button again will remove the previous summary. The new summary will account for any new messages which have been posted in the conversation.
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