The Contact Summary Agent is a new AI-powered feature within HighLevel Copilot’s Ask AI tool, designed to instantly summarize contact records and answer detailed questions about any contact. This feature streamlines how you access and interpret contact data, saving you time and providing actionable insights with a simple, conversational prompt.
TABLE OF CONTENTS
- What is the Contact Summary Agent?
- Key Benefits of the Contact Summary Agent
- How To Use the Contact Summary Agent
- Using Conversational Prompts
- Supported Data Types
- Frequently Asked Questions
- Related Articles
What is the Contact Summary Agent?
The Contact Summary Agent is an intelligent skill within HighLevel’s Copilot that consolidates scattered contact information, such as communications, payments, appointments, and tasks—into a single, easy-to-understand summary. By leveraging natural language processing, it allows users to ask questions or request summaries about any contact, providing instant, human-like responses without the need to navigate multiple tools or screens.
This tool is especially valuable for agencies and teams that manage large volumes of client data, as it transforms fragmented records into clear, actionable overviews, supporting better client engagement and faster decision-making.
Key Benefits of the Contact Summary Agent
The Contact Summary Agent offers several advantages that help users work more efficiently and make informed decisions:
Instant Contact Summaries
- View recent communications and activity logs at a glance.
- Access financial insights, including total payments and outstanding balances.
- See upcoming appointments and booked sessions.
- Identify open tasks and deal opportunities.
- Analyze engagement trends across different systems.
Conversational Q&A
- Ask natural questions like “When was our last interaction with this contact?” or “What’s their payment history?”
- Receive quick, human-like answers without any setup or training.
- Eliminate the need to search through multiple tabs or records.
Time Savings and Improved Accuracy
- Reduce manual data gathering and interpretation.
- Ensure you always have the latest, most relevant information at your fingertips.
How To Use the Contact Summary Agent
Setting up and using the Contact Summary Agent is straightforward, ensuring you can access insights with minimal effort. Proper setup ensures you get the most accurate and comprehensive summaries for your contacts.
Step 1: Access the Feature
- Login to your HighLevel account.
- Click on the Ask AI tool from the main menu.
Step 2: Interact with the Agent
- In the Ask AI chat window, click on the "Summarize a contact" suggestion.
- You can also type a prompt such as “Summarize a contact" and click on the submit button.
- Users can also ask specific questions about a contact’s history, payments, tasks, or appointments (e.g., “What’s their payment history?”).
Step 3: Select a Contact
- Select your desired contact from the list of existing contacts.
- Click on the Submit button.
Step 4: Review the Summary
- The Contact Summary Agent will instantly generate a summary or answer your question using the latest data from across your HighLevel account.
- Use the insights provided to follow up, schedule meetings, or update records as needed.
Using Conversational Prompts
The Contact Summary Agent is designed to understand natural language, making it easy to get the information you need without memorizing commands.
Ask open-ended questions like:
- “What tasks are pending for John Doe?”
- “When is Jane Smith’s next appointment?”
- “How much has Michael Johnson paid so far?”
- Combine summary and specific queries for deeper insights.
Supported Data Types
The agent pulls from a wide range of contact-related data sources to provide comprehensive summaries.
- Communication logs (emails, calls, SMS)
- Notes and activity history
- Payment records and outstanding balances
- Appointments and session bookings
- Tasks and deal pipelines
- Engagement analytics
Frequently Asked Questions
Q: Do I need to configure anything before using the Contact Summary Agent?
No setup is required—simply access Ask AI and start asking questions or requesting summaries.
Q: What types of questions can I ask the Contact Summary Agent?
You can ask for summaries or specific details about a contact’s communications, payments, tasks, appointments, and more.
Q: Will the Contact Summary Agent work with all my contacts?
The agent works with any contact record in your HighLevel sub account, provided there is data available.
Q: How does the agent ensure data accuracy?
The Contact Summary Agent pulls real-time data from your HighLevel system, ensuring summaries are always up to date.
Q: Is my data secure when using the Contact Summary Agent?
Yes, all data is processed securely within the HighLevel platform, following standard privacy and security protocols.
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