AI Summary
Every task has a short AI-generated summary that describes what's currently happening — who contacted you, what the issue is, and where things stand. It sits at the top of the task panel and updates automatically as the task progresses.
The summary refreshes after any of the following:
A new communication is linked to the task
An action is created or marked as complete
The task status changes
The task is first created manually
To avoid unnecessary updates when multiple things happen in quick succession, the system waits two minutes after the last trigger before regenerating. The timestamp of the last update is visible on the task.
AI Resolution
When a task is marked as Completed, the AI automatically writes a short resolution summary — a plain-language record of what happened and how it was resolved.
Two things to note:
The resolution is only generated if the field is currently empty. If someone on your team has already written a resolution manually, the AI will not overwrite it. You can overwrite it at any time.
The AI does not generate a resolution when a task is Dismissed — only when it is Completed.
