Generate AI Conversation Summary for a Line Item
Kyle Gibbons
10 steps
29 seconds
Ui
1
On a line item view, users will see an AI conversation summary button if there is at least one message sent
2
Click the AI icon to generate a summary of the entire conversation
3
The summary will show beneath the message text box. Depending on the amount of information, the summary will be scrollable.
4
Click "X" to close it out.
5
Click the dropdown icon to change the AI command
6
Users can choose to summarize the conversation or "add a custom query" by clicking the dropdown (default selection is summary)
7
Click "Add Custom Query"
8
Type in your question or command
9
Click "Submit"
10
The conversation will still summarize, but also provide the answer to the prompt entered.
Generate AI Conversation Summary for a Line Item
Kyle Gibbons
10 steps
29 seconds
Ui
1
On a line item view, users will see an AI conversation summary button if there is at least one message sent
2
Click the AI icon to generate a summary of the entire conversation
3
The summary will show beneath the message text box. Depending on the amount of information, the summary will be scrollable.
4
Click "X" to close it out.
5
Click the dropdown icon to change the AI command
6
Users can choose to summarize the conversation or "add a custom query" by clicking the dropdown (default selection is summary)
7
Click "Add Custom Query"
8
Type in your question or command
9
Click "Submit"
10
The conversation will still summarize, but also provide the answer to the prompt entered.
