An AI brief on the customer file
Open a customer's file, choose AI assistant, and get a short brief, a suggested next step, and a draft reply. Nothing is sent.
Product update 1 min read
What changed
A customer file has a tab, AI assistant. It summarises who the customer is, including recent channel conversations, support cases, and activity from NabuRent and Nabusto. It suggests one next step and why, and it drafts a reply to the latest open conversation in the customer's language.
The draft is saved as a pending reply. When NabuPilot's approval address is set, it is handed to that queue. The customer is not messaged.
How to use it
- Open the customer's file from Pipeline.
- Select AI assistant.
- Press Prepare a brief.
- Read who they are and the suggested next step. The draft sits with the other pending replies until somebody approves it.
Good to know
- The tab says AI not configured until the gateway address and key are set. The rest of the file still opens.
- A read-only seat can read the brief. Saving the reply needs permission to change customers.
- Preparing again, or a new message or order, replaces the brief. Until then it is kept for a short while so the file does not ask the model on every open.
- A person who asked to be forgotten is summarised and not written a reply.