Summary
Use Conversation Summary to generate summaries of lengthy conversations at the click of a button.
Conversation summaries can be generated on email threads or support chats.
Use Writing Assistant to summarise, create action points, improve writing or translate meetings notes or issues.
Take action on your generated insights and share them directly through email with the involved contacts!
Who is this article for?
This article is for all Planhat users. You can start using the Writing Assistant and Conversation Summary features by asking your Planhat admin to activate your free Planhat AI Trial under Admin Settings. Contact your CSM for more information and to upgrade your plan.
Article contents
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📚 Additional resources
For an overview of these and Planhat's other AI-related features (including AI integrations), you can refer to:
"AI in Planhat" Help Center article
"AI in Planhat" video
Conversation Summary
Long loops of emails between your company and a customer can make it difficult to get an overview of conversations. Did the customer end up renewing? And what were the updated details of the contract? No need to browse through the back-and-forth, you can now use Conversation Summary to get an AI generated summary of the entire conversation by the click of a button. This feature is available for emails and support chats and is reachable from each conversation. To use it, open a conversation you would like to summarise, and click the Generate summary button below the conversation title.
A summary generated on a conversation will be saved for future reference. Please note that if there are more emails or chats in the conversation, the summary might become irrelevant. To keep track of this you can see the date of generation for each summary, if the summary feels outdated, you can regenerate it!
Writing Assistant
Taking notes during a meeting can result in large, unstructured and confusing chunks of text which (in best case) only makes sense to the author. To make notes meaningful, Planhat has introduced the Writing Assistant, which can help extract information from unstructured notes. Writing Assistant has different functionalities:
Summarise - extract key details from a piece of text in a concise way, without losing important information
Action points - create actionable items
Improve writing - rewrite a piece of text in a structured and comprehensible way
Translate - translate a piece of text to the target language, currently supporting English, Spanish, French, German, Italian, Swedish, Portuguese, Russian, Polish, Chinese (Mandarin), Hindi, Arabic, Vietnamese, Korean, Indonesian and Filipino
The Writing Assistant is reachable by marking a piece of text in notes or issues and clicking the Assistant button. Once you have generated content, you can either choose to replace or insert after the marked text, continue writing, regenerate the response, or cancel. Additionally, you can also choose to share the generated content using email!
Example Use case: Email meeting summary
Using the Writing Assistant to enhance content is a great way to structure and organise your data. But what if you wanted to go further and take action? You can use the Send in Email functionality that is embedded in the Writing Assistant. When generating a summary of meeting notes, the drafted email will even be pre-populated with the title of the meeting notes as subject line and involved contacts as recipients. This functionality works for both conversations and issues. Use it by
Choosing the piece of content you want to summarise, for example a meeting note.
Use the Writing Assistant to generate a summary.
Click Send in Email.
Proofread the draft before sending it - maybe you would like to add a greeting in the beginning of the email, or remove an internal note. Maybe you would like to add or remove recipients.
Click Send in Email!
The email will be sent instantly from your personal address.
📌 Important to note
To be able to send an email, you need to have synced your email to your Planhat account.
Activate Planhat AI features
To use Conversation Summary and Writing Assistant, your Planhat admin needs to activate a Planhat AI Plan. All users are provided with a free trial, which can be activated by navigating to General Settings, agreeing to the terms of use and clicking Start Trial. Starting the free trial can be done by your Planhat admin.
The free trial is 500 AI credits and these are usable by default by everyone within your company. They are consumed when you use Writing Assistant or Conversation Summary:
A request using Writing Assistant = 1 AI credit
To generate a Conversation Summary = 4 AI credits
When you have used your free trial, you can upgrade to a paid plan by contacting your CSM. The unused AI credits will reset beginning of each month. There is also a possibility to disable the Planhat AI features for your tenant, please contact your CSM to do so. Tenant admins can also regulate who can use the feature in the workflow permissions.
📌 Important to note