Everything tagged Summaries

2 articles across the Help Center.

How do I ask Vai about a client? Open Vai, go to Chat, and ask in plain language, such as “Summarize where we are with this client.” Vai answers from that client's hub, messages, and files. Working with Vai
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How do I get an automatic meeting summary? Add the notetaker to a meeting and Vai writes a note with Summary, Key Points, Transcript, meeting details, and a recording link when available. After the call, select View note to open it. Meetings and bookings
2 min →