Overview

What

Ability to summarize and pull information from a line item message conversation easily using AI. All AI to also provide you with action items to ensure you stay on your A-game.

Who

Anyone looking for a quick review of a conversation within Ui.Marketing

Why

Line items oftentimes have lengthy conversations spanning months, and finding information within a conversation can be cumbersome. This feature will make this easier to find the information a user is looking and optimize their time in messages.

Example

An external user complains about an interaction or situation in Ui.Marketing, a manager wants to understand what happened quickly without having to read through every message of the conversation.

Walkthrough

AI Conversation Summary

This is the default selection when the is clicked. It will summarize the entire conversation at the top and provide action items at the bottom.

After the summary is generated, clicking the icon again will re-generate a new summary.

AI Conversation Custom Query

With the Custom Query, users can type in a question or command into the custom query box. For example, “When were creatives provided?”

When submitted, this will summarize the entire conversation, provide action items, AND provide an answer to the custom query.

AI Conversation Summaries - Custom Query Answer.png

Custom Query Examples

What is our target audience?

When did [person] send creatives?

What is the geo-targeting?

What is the CTURL?

What were the last two updates about?

… the options are endless!

If you have a custom query that didn’t provide back accurate information, let us know by sending us feedback via the #feedback-ideas channel or via the feedback portal.

Not Included

Automatically forwarding or copying the text (users can still highlight and send a message)
Any rating or feedback tool directly in the feature within Ui. Investigating adding a survey in-app.
Summarizing attachments or including attachments in the summary

FAQs

As with any AI tool, it’s smart, but it isn’t perfect. Always skim the thread when needed and use your judgment. You can also submit your feedback to help us improve, or if you believe there is a bug, report it.

The custom query does best with information already supplied in a message. We do encourage your to ask it anything! We want to get a better understanding of the types of questions you can and cannot ask. Check out our Custom Query Examples section.

Yes, as of October 8 all users with access to line item messages will see this feature

All users get access to this information, and it can be shared.

In order to see the summarize conversation ✨ button within a message, there must be messages sent within the line item.

This tool is unable to open or answer any questions about attachments; it will only scan the conversation text and does not account for any attachments.

No, the summaries are not able to locate a specific message or add a timeline from previous messages.

At this time, the conversation summary does not integrate with our reporting and therefore cannot pull any reporting or pacing metrics for you.

AI Conversation Summaries