Overview
AI Email Summaries help you quickly understand the content and tone of a conversation without reading the entire thread. You can generate summaries in different formats and even turn them into actionable tasks.
AI is a Premium subscription feature. To upgrade, go to Settings → Subscription.
How to Generate an AI Summary
- Open a conversation in the Inbox.
- Click the sparkle icon in the conversation toolbar to open AI Assistant.
- Choose Summarize this email, or type the summary you need in Ask me anything.
Choose What to Summarize
Use Summarize this email, Action items needed, or Extract key dates in the AI Assistant. You can also request a short overview, a detailed summary, or a list of follow-up actions in your own words.
Review the result against the conversation, then ask for a different level of detail if needed.
Sentiment Detection
Sentiment is shown on the contact record, not as an indicator in each conversation. The current conversation view no longer shows the old automatic summary and sentiment display.
For the current contact context and conversation controls, see Working Within a Conversation.
Create a Task from a Summary
In the AI Assistant, select Create task to propose a task from the conversation. The proposal includes a title, description, due date, and priority; it is not a saved task yet.
Review the proposed details, then select Create task to create it or Copy to copy the proposal instead.
The conversation toolbar also has a separate Create Task action. Find tasks linked to the conversation under Details → Tasks.
This makes it easy to convert conversations into trackable action items.