Published on 06.07.2026

AI Summary: Simplifies Case Management

AI Summary Features

The **Summarize Data** feature of EntryFilter provides a concise summary of complex cases, allowing for a clear and immediate view of the case status in just a few seconds.

Advantages of Automatic Summary

  • Quick understanding of a case's status.
  • Grouping of messages, attachments, notes, and updates into a single text.
  • Facilitates communication with colleagues and preparation of responses.
  • Makes the assistance process more efficient thanks to AI.

Practical Use of AI Summary

To use this function, you need to open the dashboard and select the case to analyze. Once in the case view, click the **Summarize Data** button and wait for the AI-generated summary to load.

Example of a Practical Case:

Imagine a travel agency managing numerous requests from clients. An agent, after receiving a long email conversation regarding a trip, uses the **Summarize Data** button. In a few seconds, they obtain a clear summary of the request, allowing them to respond quickly and accurately to the client.

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