A new message does not have to mean starting from scratch
When the same company returns after several months, AI finds the previous context and shows only the information relevant to the current enquiry.
The company returns with another event
The customer asks about a new conference date but does not mention their preferred room layout or the arrangements from the previous event.
Relationship ready for review
AI highlights previous events, preferences, why the last offer was not finalised and the agreed next step.
- conference for 60 people with theatre-style seating
- accommodation for some participants
- previous offer put on hold due to a date change
Key agreements instead of the entire archive
The module does not summarise every message in sequence. It connects contacts with the person and organisation, selects facts relevant to the new enquiry and links back to the source.
Connects contacts
Finds related threads involving the same person and company, while retaining the dates and contact channel.
Extracts agreements
Shows needs, decisions, preferences and unresolved topics that may affect the reply.
Speeds up preparation
Provides a concise summary alongside the new message, without manually searching through the history.
How is the relationship summary created?
Identifying the customer
AI identifies the sender, their domain and the organisation associated with the current message.
Gathering the history
It finds related threads and, where available, the relevant contact and deals in the CRM.
Selecting the context
It separates information that matters now from outdated details in previous conversations.
Summary with sources
It shows agreements, open topics and links to the original messages or records.
The history remains verifiable
Every relevant conclusion should lead to the message or record it came from. This allows the sales rep to quickly confirm whether the information is still current.
What does AI use?
- sender address, domain and organisation
- email and attachment history
- content of the current enquiry
- optional CRM contacts, deals and activities
What does the team receive?
- concise relationship summary
- previous needs, decisions and preferences
- open agreements and information sources
The summary helps, but does not replace the sales rep’s judgement
An older agreement may no longer be current. That is why AI shows its date and source, while the employee decides whether to use it in the new conversation.
The sales rep starts or opens the summary, verifies the indicated sources and assesses the significance of the previous information.
The module does not conduct public research, assess lead quality, prepare replies or change CRM data.
Relationship continuity without searching through the inbox
Key contacts and agreements are available alongside the current message.
The reply can refer to previous needs without asking the customer to repeat their details.
Every relevant piece of information can be quickly checked in the original thread or CRM.
Correspondence is the foundation; CRM is an extension
The basic version works from an email index. CRM can add previous deals, stages, owners and activities to the picture.
Related process elements
Frequently asked questions
Does the summary cover the entire company?
It can connect contacts from different people in the same organisation, where the available sources and permissions allow this.
Is CRM necessary?
No. The correspondence alone can provide the basis; CRM adds deals, statuses and activities.
Does AI show the sources of information?
Yes. Relevant agreements are linked to the message or record they came from.
Does the summary update CRM?
No. New information is recorded by the separate CRM Enrichment module.