The Contact Summary Agent is an AI-powered feature within Scalendo's Copilot that consolidates contact information into unified summaries. Users can access communications, payment histories, appointments, and tasks through natural language prompts.
Communications logs, notes, payment records, appointments, tasks, and engagement analytics.
Access Ask AI, request a contact summary or ask specific questions, select a contact from existing records, and review the AI-generated insights.
No configuration needed — the feature works with any contact in your Scalendo sub-account where data exists. Data remains processed securely within the Scalendo platform, following standard privacy and security protocols.