AI Summaries

Generate summaries and drafts with AI.

Request Summaries

Automatically summarize long requests:

1. Open a request
2. Click Summarize button
3. AI generates a concise summary

What's Included

• Key points
• Action items
• Timeline highlights
• Open questions

Draft Generation

Generate response drafts:

1. Click Draft Reply
2. AI analyzes context
3. Edit and send

Draft Types

• Status update to client
• Technical response
• Scope clarification

Weekly Digests

Automated summaries of:

• Completed requests
• In-progress work
• Blockers identified
• Upcoming deadlines

Configure in Settings → AI → Digests.

Quality Tips

For best results:

• Keep request descriptions detailed
• Add context in comments
• Use consistent terminology
• Review before sending

Data Privacy

• Summaries processed securely
• No data used for training
• Enterprise: self-hosted option
• Delete history anytime

Plan Requirements

AI features by plan:

| Feature | Basic | Pro | Enterprise | |---------|-------|-----|------------| | Request summary | ✗ | ✓ | ✓ | | Draft generation | ✗ | ✓ | ✓ | | Weekly digest | ✗ | ✗ | ✓ | | Custom prompts | ✗ | ✗ | ✓ |