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Status Backlog
Created by Guest
Created on Aug 13, 2024

[granularity] AI summary at the contact and account levels

  1. See a summary of conversations with a specific contact

  2. See a summary of conversations with a specific customer/account

  3. review all email correspondence with the client account

  4. list all references to the word 'transfer pricing' with date, subject header, and summary of email

  5. summarise the key conversation points within those email conversations on that topic.


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