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Account Summary gives you an AI-generated overview of everything that happened with an account over a time range you choose. It highlights engagement patterns, surfaces risks, and calls out opportunities — useful for quarterly reviews, account handoffs, or any time you need the bigger picture.

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Generating a summary

1

Open the account

Navigate to the account you want to summarize.
2

Click Account Summary

Click the Account Summary button on the account detail page.
3

Choose a time range

Select how far back you want the summary to cover.
4

Review

The AI analyzes activity within your chosen range and returns a structured overview.

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Time ranges

RangeBest for
1 weekPre-call check-in or weekly sync
1 monthMonthly review or recent engagement check
3 monthsQuarterly business review prep
6 monthsMid-year relationship assessment
1 yearAnnual review or renewal prep
All timeAccount handoff or onboarding a new CSM

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Account Summary vs Meeting Prep

Account SummaryMeeting Prep
PurposeRetrospective — what happened over timeTactical — prep for a specific call
ScopeAny time range you chooseFixed window of recent activity
OutputEngagement patterns, risk trends, opportunitiesAgenda, discovery questions, watch outs
Best forReviews, handoffs, renewalsThe 5 minutes before a customer call