AI Assistant

Summary and contact insights

Recover context quickly in long threads and keep contact intelligence updated.

Samdesk execution pattern

Use this checklist for consistent case execution:

Define owner and expected outcome before taking action.
Work in fixed sequence: triage -> action -> validation -> follow-up.
Log key decisions briefly so handoffs and escalations stay clean.

Conversation summary

Open a long or transferred thread.
Run Summarize conversation.
Validate key decisions and next steps before replying.

Contact insight refresh

Open contact context panel.
Run Refresh contact insight when new customer data appears.
Confirm updated context in the profile.

Mandatory usage moments

Team handoffs.
Conversations older than three days.
Escalations with multiple touchpoints.

Thread view with AI context

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