Skip to main content
Account Summary gives you an AI-generated overview of everything that happened with an account over a period of time you choose. It highlights engagement patterns, surfaces risks, and calls out opportunities — making it useful for quarterly reviews, handoffs, or any time you need a broader picture of the relationship.

​
How to generate an Account 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. Options range from 1 week to all time.
4

Review the summary

The AI analyzes activity within your chosen range and returns a structured overview of engagement, risks, and opportunities.

​
Time range options

You can scope the summary to the period that’s most relevant for your needs:
RangeWhen to use it
1 weekQuick check-in before a call or weekly sync
1 monthMonthly review or check on recent engagement
3 monthsQuarterly business review prep
6 monthsMid-year relationship assessment
1 yearAnnual review or renewal prep
All timeOnboarding a new CSM, account handoff

​
How Account Summary differs from Meeting Prep

Both features use AI to analyze account data, but they serve different purposes:
Account SummaryMeeting Prep
PurposeRetrospective overview of the relationship over timeTactical prep for a specific upcoming call
ScopeConfigurable time range — days, months, or all timeFixed window focused on recent activity
OutputEngagement patterns, risk trends, opportunitiesSuggested agenda, discovery questions, watch outs
Best used forReviews, handoffs, health checksThe 5 minutes before a customer call
Use Account Summary when you need to understand the arc of a relationship. Use Meeting Prep when you need to be ready for a specific conversation.