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How to Generate a Contact's Summary Using Ask AI

Learn how to use Ask AI in GHL Customer Care to generate a contact summary, review contact details, and take faster follow-up actions from one workspace easily.

3 min read736 words3 explained imagesUpdated Wed, 1 Jul at 10:04 AM
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  1. Key Benefits of the Contact Summary Agent
  2. Instant Contact Summaries
  3. Conversational Q&A
  4. Time Savings and Improved Accuracy
  5. How To Use the Contact Summary Agent
  6. Using Conversational Prompts
  7. Supported Data Types
  8. Frequently Asked Questions
  9. Related Articles

The Contact Summary Agent is a new AI-powered feature within GHL Customer Care Copilot’s Ask AI tool, designed to instantly summarize contact records and answer detailed questions about any contact. This feature streamlines how you access and interpret contact data, saving you time and providing actionable insights with a simple, conversational prompt.

TABLE OF CONTENTS

What is the Contact Summary Agent?

The Contact Summary Agent is an intelligent skill within GHL Customer Care’s Copilot that consolidates scattered contact information, such as communications, payments, appointments, and tasks—into a single, easy-to-understand summary. By leveraging natural language processing, it allows users to ask questions or request summaries about any contact, providing instant, human-like responses without the need to navigate multiple tools or screens.

This tool is especially valuable for agencies and teams that manage large volumes of client data, as it transforms fragmented records into clear, actionable overviews, supporting better client engagement and faster decision-making.

Key Benefits of the Contact Summary Agent

The Contact Summary Agent offers several advantages that help users work more efficiently and make informed decisions:

Instant Contact Summaries

  • View recent communications and activity logs at a glance.
  • Access financial insights, including total payments and outstanding balances.
  • See upcoming appointments and booked sessions.
  • Identify open tasks and deal opportunities.
  • Analyze engagement trends across different systems.

Conversational Q&A

  • Ask natural questions like “When was our last interaction with this contact?” or “What’s their payment history?”
  • Receive quick, human-like answers without any setup or training.
  • Eliminate the need to search through multiple tabs or records.

Time Savings and Improved Accuracy

  • Reduce manual data gathering and interpretation.
  • Ensure you always have the latest, most relevant information at your fingertips.

How To Use the Contact Summary Agent

Generating a contact summary in Ask AI is a simple prompt-based workflow. Once Ask AI is open, you can ask it to summarize a contact, choose the right record, and review a complete summary of the contact’s profile and activity.

  1. Open Ask AI from the left-side navigation menu or from the top navigation bar in your account.

    Step 1 of 6: Open Ask AI from the left-side navigation menu or from the top… What this shows Step 1 of 6: Open Ask AI from the left-side navigation menu or from the top navigation bar in your account. What this shows Shows where to go for step 1 of 6 in the "How To Use the Contact Summary Agent" section of "How to Generate a Contact's Summary Using Ask AI". This screenshot accompanies step 1 of 6 in the "How To Use the Contact Summary Agent" section of "How to Generate a Contact's Summary Using Ask AI". At this point in the walkthrough you open Ask AI from the left-side navigation menu or from the top navigation bar in your account. This part of the guide covers 8 fields, listed below. The next step is to in the Ask AI chat box, type Summarize a contact and submit the prompt. Step 1 of 6Image 1 of 3 Where to goOpen Ask AI from the left-side navigation menu or from the top navigation bar in your account.
    Fields in this part of the guide Contact profile detailsEmail and phone informationLead source and creation detailsOpportunities and pipeline statusAppointmentsTasksRecent activity and engagementA quick summary of the contact’s current situation
    Buttons and menus referenced Ask AItopnavigationbarSummarize a contactname, email address, or phone numberSubmitReviewsummary
    Next stepIn the Ask AI chat box, type Summarize a contact and submit the prompt.
    Example values
    Email and phone information
    priya.raman@northgatedental.com

    Illustrative values showing the expected format. They are not read from the screenshot.

    All 6 steps in this procedure
    1. Open Ask AI from the left-side navigation menu or from the top navigation bar in your account. this image
    2. In the Ask AI chat box, type Summarize a contact and submit the prompt.
    3. When Ask AI asks which contact you want to summarize, enter the contact’s name, email address, or phone number.
    4. If more than one contact matches your search, select the correct contact from the list and click Submit.
    5. Review the generated summary. The summary may include:
    6. After reviewing the summary, you can continue the conversation in Ask AI and request supported follow-up actions such as creating a task, updating contact details, or preparing next-step outreach.

  2. In the Ask AI chat box, type Summarize a contact and submit the prompt.

  3. When Ask AI asks which contact you want to summarize, enter the contact’s name, email address, or phone number.

  4. If more than one contact matches your search, select the correct contact from the list and click Submit.

    Step 4 of 6: If more than one contact matches your search, select the correct… What this shows Step 4 of 6: If more than one contact matches your search, select the correct contact from the list and click Submit. What this shows Shows what to choose for step 4 of 6 in the "How To Use the Contact Summary Agent" section of "How to Generate a Contact's Summary Using Ask AI". This animation accompanies step 4 of 6 in the "How To Use the Contact Summary Agent" section of "How to Generate a Contact's Summary Using Ask AI". At this point in the walkthrough you if more than one contact matches your search, select the correct contact from the list and click Submit. This part of the guide covers 8 fields, listed below. The next step is to review the generated summary. The summary may include. Step 4 of 6Image 2 of 3 What to chooseIf more than one contact matches your search, select the correct contact from the list and click Submit.
    Fields in this part of the guide Contact profile detailsEmail and phone informationLead source and creation detailsOpportunities and pipeline statusAppointmentsTasksRecent activity and engagementA quick summary of the contact’s current situation
    Buttons and menus referenced SubmitAsk AItopnavigationbarSummarize a contactname, email address, or phone numberReviewsummary
    Next stepReview the generated summary. The summary may include:
    Example values
    Email and phone information
    priya.raman@northgatedental.com

    Illustrative values showing the expected format. They are not read from the screenshot.

    All 6 steps in this procedure
    1. Open Ask AI from the left-side navigation menu or from the top navigation bar in your account.
    2. In the Ask AI chat box, type Summarize a contact and submit the prompt.
    3. When Ask AI asks which contact you want to summarize, enter the contact’s name, email address, or phone number.
    4. If more than one contact matches your search, select the correct contact from the list and click Submit. this image
    5. Review the generated summary. The summary may include:
    6. After reviewing the summary, you can continue the conversation in Ask AI and request supported follow-up actions such as creating a task, updating contact details, or preparing next-step outreach.

  5. Review the generated summary.
    The summary may include:

    • Contact profile details

    • Email and phone information

    • Lead source and creation details

    • Opportunities and pipeline status

    • Appointments

    • Tasks

    • Recent activity and engagement

    • A quick summary of the contact’s current situation

  6. After reviewing the summary, you can continue the conversation in Ask AI and request supported follow-up actions such as creating a task, updating contact details, or preparing next-step outreach.

    Step 6 of 6: After reviewing the summary, you can continue the conversation in Ask… What this shows Step 6 of 6: After reviewing the summary, you can continue the conversation in Ask AI and request supported follow-up actions such as creating a task… What this shows Shows what this covers for step 6 of 6 in the "How To Use the Contact Summary Agent" section of "How to Generate a Contact's Summary Using Ask AI". This animation accompanies step 6 of 6 in the "How To Use the Contact Summary Agent" section of "How to Generate a Contact's Summary Using Ask AI". At this point in the walkthrough you after reviewing the summary, you can continue the conversation in Ask AI and request supported follow-up actions such as creating a task, updating contact details, or preparing next-step outreach. This part of the guide covers 8 fields, listed below. Step 6 of 6Image 3 of 3 What this coversAfter reviewing the summary, you can continue the conversation in Ask AI and request supported follow-up actions such as creating a task, updating contact details, or preparing next-step outreach.
    Fields in this part of the guide Contact profile detailsEmail and phone informationLead source and creation detailsOpportunities and pipeline statusAppointmentsTasksRecent activity and engagementA quick summary of the contact’s current situation
    Buttons and menus referenced Ask AItopnavigationbarSummarize a contactname, email address, or phone numberSubmitReviewsummary
    Example values
    Email and phone information
    priya.raman@northgatedental.com

    Illustrative values showing the expected format. They are not read from the screenshot.

    All 6 steps in this procedure
    1. Open Ask AI from the left-side navigation menu or from the top navigation bar in your account.
    2. In the Ask AI chat box, type Summarize a contact and submit the prompt.
    3. When Ask AI asks which contact you want to summarize, enter the contact’s name, email address, or phone number.
    4. If more than one contact matches your search, select the correct contact from the list and click Submit.
    5. Review the generated summary. The summary may include:
    6. After reviewing the summary, you can continue the conversation in Ask AI and request supported follow-up actions such as creating a task, updating contact details, or preparing next-step outreach. this image

Using Conversational Prompts

The Contact Summary Agent is designed to understand natural language, making it easy to get the information you need without memorizing commands.

Ask open-ended questions like:

  • “What tasks are pending for John Doe?”
  • “When is Jane Smith’s next appointment?”
  • “How much has Michael Johnson paid so far?”
  • Combine summary and specific queries for deeper insights.

Supported Data Types 

The agent pulls from a wide range of contact-related data sources to provide comprehensive summaries.

  • Communication logs (emails, calls, SMS)
  • Notes and activity history
  • Payment records and outstanding balances
  • Appointments and session bookings
  • Tasks and deal pipelines
  • Engagement analytics

Frequently Asked Questions 

Q: Do I need to configure anything before using the Contact Summary Agent?

No setup is required, simply access Ask AI and start asking questions or requesting summaries.

Q: What types of questions can I ask the Contact Summary Agent?

You can ask for summaries or specific details about a contact’s communications, payments, tasks, appointments, and more.

Q: How does the agent ensure data accuracy?

The Contact Summary Agent pulls real-time data from your GHL Customer Care system, ensuring summaries are always up to date.

Q: Is my data secure when using the Contact Summary Agent?

Yes, all data is processed securely within the GHL Customer Care platform, following standard privacy and security protocols.

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