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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.
A generated Account Summary: the time range picker, counts of the meetings, messages, requests, tasks and notes it read, and the AI overview of the account
NPS answers are part of what it reads, comments included, and can appear in the highlights. “They scored us 4 and said the exports are unusable” is usually the most quotable thing on an account, and it is now in the summary rather than only on the NPS panel.

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Generating a summary

1

Open the account

Navigate to the account you want to summarize.
2

Open Account Summary

Open the ⋮ menu in the account header and choose Account Summary.
3

Choose a time range

Select how far back you want the summary to cover, from the bar under the title. If there’s no summary for that range yet, click Write the summary.
4

Review

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

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What’s in a summary

The AI’s read on the account comes first, marked Healthy, Stable, Concern or At risk. Under it:
  • Recommended next steps, numbered, each marked high, medium or low priority
  • Risk factors, each with its severity, beside the highlights of the range. An urgent highlight is shown in red
  • Activity: what the conversations, meetings, requests and tasks in the range amounted to
Beside it on a wide screen, and at the top on a phone: MRR, the health score, the date that matters most for the account’s stage, and the CSM pulse. Then how many meetings, messages, requests, tasks and notes the range held, what changed over it, and the account’s active flags.

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Time ranges

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What it reads

Every message says whether your team or the customer wrote it, from the message itself rather than the sender’s email domain, so a Slack message with no email address is still attributed. The activity counts beside the summary are what the range held, not only what it read. Dates are in your own timezone. For a parent account, it reads every account inside it.

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Account Summary vs Meeting Prep