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AI Summary Panel

The AI Summary Panel shows an AI-generated summary of the current record in the side panel area of the detail view.

The panel is designed to surface a concise overview of the record using the record fields, recent activity, selected relationships, and recent related communication.

The generated summary is cached in the database.

AI Summary Panel

Requirements

Users need:

  • Ai Summary access
  • Read access to the current record

Enabling AI Summary for an Entity

  1. Navigate to Administration → Entity Manager.
  2. Open the entity.
  3. Enable AI Summary.
  4. Optionally configure:
    • AI Summary Profile
    • AI Summary Prompt
    • AI Summary Include Links
  5. Save.

AI Summary Entity Manager

First Load Behavior

When the panel opens, it first checks for an existing cached summary.

Current behavior:

  • If a cached summary exists, it is displayed immediately
  • If no cached summary exists, the panel stays empty until the user clicks the generate button

Generating and Regenerating

First Generation

If no summary exists yet:

  1. Open the record
  2. Open the AI Summary panel
  3. Click Generate Summary

Regenerate

If a summary already exists, the panel can show a regenerate control when:

  • The record has changed since the summary was generated
  • The current user is an administrator

Outdated Indicator

The panel compares:

  • The summary generation time
  • The record's modifiedAt timestamp

If the record was modified after the summary was generated, the panel marks the summary as outdated.

Outdated Summary Indicator

What Data Is Included in the Summary Context

The current implementation can include:

  • Readable record fields
  • Assigned user
  • Selected related records from AI Summary Include Links
  • Recent stream items
  • Recent activities such as Meetings, Calls, and Tasks
  • Recent related emails
  • Record age and last-updated timing

Prompt and Profile Resolution

Summary generation follows this priority:

Profile

  1. Entity-specific AI Summary Profile
  2. AI Summary Default Profile
  3. Global default AI Profile

Prompt

  1. Entity-specific AI Summary Prompt
  2. Admin-level fallback summary prompt if configured
  3. Built-in default summary prompt

Tips

  • Use AI Summary Include Links to keep related-record context focused
  • Assign a dedicated summarizer profile for more consistent output
  • Add an entity-specific summary prompt if a record type needs a special summary structure