The Contact Timeline in Command shows every major activity related to a client, which can be helpful but also overwhelming, especially for agents who work with a lot of clients. The amount of information can be hard to sort through, making it difficult for agents to quickly understand what's going on with a client. To make this easier, we've created an AI tool that gives agents a simple summary of the most important events in a client's timeline. This helps agents get a clearer picture faster and take action more effectively.
How It Works
The AI Summary tool needs data, to actually generate a summary. A contact must have at least 5 Timeline Events logged on their Contact Timeline, in the last year, for the AI to generate the first Summary. Timeline Events included in the AI Summary are:
- Notes - this looks at the description of the notes you enter to pull information into the summary.
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Logged Activities (Email, Text, Calls, Mail, and Meetings) - for each of these activity types, you will be able to enter a description of what actually happened. The more information you add when logging activities, the more data the AI has to pull from.
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- If you have connected your Gmail account to Command Settings, the emails logged in this way do not affect the AI Summary. You have to click through to Gmail to see the content, so the AI has no data to pull from in the actual Contact Timeline.
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- Consumer Engagement with your KW Site or App - this pulls from events such as the contact viewing listings, saving listings to Collections, saving searches, etc.
Once the first summary has been generated, the system won't update the summary until 5 more Timeline Events have been logged for the contact, within 90 days of each other.
Access the AI Summary
1. Log in to https://agent.kw.com with your KW login credentials.
2. If you are on a team, and want to view the AI Summary for a contact in your Team Command Account, click your Name, at the top right of the page, and select your Team.
3. Click to access the Contacts Applet, , on the left side of the page.
4. Find and select the contact in your database.
5. You will see the AI Summary, at the top of the Contact Timeline (if there are enough Timeline Events logged), and you will be able to see when it was last updated.
6. At the bottom of the summary, you will see a place where you can let our team know if it gave a helpful summary or not (Did you find this summary helpful?). it is important that you give this feedback so we can ensure the AI is as accurate as possible.