AI Summaries give you a quick, contextual overview of the page you are currently viewing. The AI analyses your data and highlights key points, trends, and things that might need your attention.
How to Access AI Summaries
What Summaries Include
The content of the summary depends on where you are in the app. On the dashboard, you might see an overview of recent activity, overdue actions, and upcoming catchups. On a team member's page, the summary could highlight sentiment trends, outstanding actions, and recent discussion topics.
The Dot Indicator
When a new or updated summary is available, a small dot appears on the AI button in the toolbar. This lets you know there is fresh information to review without having to open the panel to check. The dot clears once you have viewed the latest summary.
This is a subtle but useful signal during busy days. Rather than manually checking for updates, you can glance at the toolbar and only open the summary when there is something new to see.
Refreshing Summaries
Summaries are generated based on your current data. If you have made changes - logged a new catchup, completed actions, or updated targets - you can refresh the summary to get an updated analysis. Click the refresh button within the summary panel to regenerate it with the latest information.
Turning AI Off
If you prefer not to use AI features, you can disable them from Profile > Features. When AI is turned off, the AI button is hidden from the toolbar and no AI processing occurs on your data.
Disabling AI does not delete any previously generated summaries or insights. If you re-enable AI later, the feature picks up where it left off. This setting is per-account, so it only affects your own experience.
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