Smart Summary & Smart Messages

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Becca
  • Updated

We’re excited to introduce Smart Summary and Smart Messages Open Beta, two AI-powered features designed to help your team work smarter, not harder. These tools provide instant lead insights and personalized message suggestions—so agents can skip the scrolling and focus on closing deals. 

 

What Are These Features?

Smart Summary

Instantly view a high-level recap of a lead’s history, eliminating the need to manually sift through past calls, texts, and notes.

Smart Messages

Receive AI-generated message suggestions tailored to each lead, helping to improve engagement and streamline communication.

 

Key Benefits

  • Save time by quickly accessing essential lead information.
  • Improve engagement with personalized, relevant message suggestions.
  • Increase efficiency so you can concentrate on key client interactions.

 

How to Join the Open Beta

To join the Open Beta for Smart Summary and Smart Messages, the owner of the account can fill out this form. Your request will be reviewed and approved as we expand the beta. Our team will reach out to you when Smart Summary and Smart Messages have been enabled on your account.

 

Using Smart Summary & Smart Messages

Once enabled, you’ll see the Smart Summary directly on the lead profile above the timeline. The Smart Summary includes an Activity Summary which summarizes key details of a client’s journey, and Suggested Tasks based on the summary. Summaries are available for leads with activity in the last 90 days.

When composing personal emails or text messages, Smart Messages will suggest relevant, AI-powered responses to enhance your communication.

Note: Review each message before sending. Check out these helpful Texting and Emailing best practices. 

To generate a custom message, click + Custom.

Then add a custom prompt and select generate.

The custom message will automatically be added to the text box.

 

Smart Summary on the FUB App 

To view the Smart Summary on the app, navigate to the lead profile and select Info > Smart Summary. Click on the Smart Summary section to view the lead's activity summary. 

 

FAQs 

Who can join the open beta?
Any Follow Up Boss team interested in testing AI-powered tools can sign up to join the beta here. 
What data is used for Smart Summary and Smart Messages?
Both Smart Summary and Smart Messages use the lead's timeline data, which includes texts, calls (including call summaries), emails, Inbox Apps’ messages (like Zillow Messages in FUB when available), notes, events (like property inquiries), and audit logs so the features provide relevant and up-to-date information and recommendations.
Where can I provide feedback? 

You’ll see a thumbs-up/thumbs-down button next to these features—use it to share your feedback.

What happens after the beta?
Your feedback will help refine these features before a fill release. Stay tuned for updates! 

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