SkillsCard summary
AI turns the card's history — calls, chats, notes — into a short brief: who the client is, what was agreed, the risks and the next step. Handy when handing clients over or getting up to speed fast.
- Call · 3 min 42 s
- WhatsApp chat · 6 messages
- Quote sent
Buying 40 units of equipment by the end of the month. The director makes the decision.
- Agreements
- Installments over three months
- First payment after delivery
- Risks
- The director hasn’t confirmed the budget yet
- Next step
- Agree the contract with the director.
Generated 11/11/2026 · Emy AI · double-check important details against the history
The ✨ “AI history summary” button on the company, contact, lead and deal cards gathers the card fields, recent calls (with the transcript, if there is one), chats, notes, open tasks and deals — and returns a short brief: what was agreed, the risks, and the next step.
A customer's history is scattered across the card: hundreds of lines of calls, chats and notes. To get up to speed before a call or hand the customer to a colleague, you have to reread all of it — minutes of time, and something important still slips through.
One button — and instead of a wall of history, a short brief: the gist, the agreements, the risks and what to do next. A new manager gets up to speed in half a minute; the boss sees the status without pulling up the whole history.
What you get
- A brief on a company, contact, lead and deal — from one button
- Fields, recent calls, chats, notes, open tasks and deals — in one brief
- Calls out agreements, risks and the next step separately
- A ready recap before a call or when handing a customer to a colleague
How to connect
- 1Enable the skillIn the Marketplace → Emy AI, enable “Card summary”. There are no separate settings.
- 2Open a cardGo into any company, contact, lead or deal.
- 3Click ✨ in the card headerIn the “AI history summary” window click “Generate”. The brief is saved on the card; when the history changes, click “Refresh”.
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