Summaries of Interactions with the Customer

An ongoing Engagement Summary highlights key information from both first-party and third-party customer interactions, including emails, call logs, and notes. You can drill down to see summaries of individual email threads and call notes, and then drill down again to view the source information.

Email threads started from the opportunity are summarized automatically. The AI also compiles a list of other emails it deems relevant to the opportunity. Salespeople confirm which emails to add to the opportunity by selecting We’ve found new emails for you.