> ## Documentation Index
> Fetch the complete documentation index at: https://docs.zudo.so/llms.txt
> Use this file to discover all available pages before exploring further.

# Account Summary

> AI-generated overview of account activity over any time range — for reviews, handoffs, and renewals.

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.

## Generating a summary

<Steps>
  <Step title="Open the account">Navigate to the account you want to summarize.</Step>
  <Step title="Click Account Summary">Click the **Account Summary** button on the account detail page.</Step>
  <Step title="Choose a time range">Select how far back you want the summary to cover.</Step>
  <Step title="Review">The AI analyzes activity within your chosen range and returns a structured overview.</Step>
</Steps>

## Time ranges

| Range    | Best for                                  |
| -------- | ----------------------------------------- |
| 1 week   | Pre-call check-in or weekly sync          |
| 1 month  | Monthly review or recent engagement check |
| 3 months | Quarterly business review prep            |
| 6 months | Mid-year relationship assessment          |
| 1 year   | Annual review or renewal prep             |
| All time | Account handoff or onboarding a new CSM   |

## Account Summary vs Meeting Prep

|              | Account Summary                                 | Meeting Prep                            |
| ------------ | ----------------------------------------------- | --------------------------------------- |
| **Purpose**  | Retrospective — what happened over time         | Tactical — prep for a specific call     |
| **Scope**    | Any time range you choose                       | Fixed window of recent activity         |
| **Output**   | Engagement patterns, risk trends, opportunities | Agenda, discovery questions, watch outs |
| **Best for** | Reviews, handoffs, renewals                     | The 5 minutes before a customer call    |