There are three ways to add content to the Meeting Summary Assistant: audio transcription and summarization, attachment summaries, or text summary. The user selects one to start creating a summary for the appointment and content is updated in the summary text box field on the Appointment Summary Report or
Note. The user can use more than one option, which is added to the existing summary.
For example, the staff member can create an audio transcript, upload a document, and add the summary to the transcript.
Staff can edit the summary before saving the Note/Appointment Summary.
Message Content Creator allows users to enhance email and text message(with permission) content in Navigate360.
For example, it works with Send a Message actions as well as when creating any sort of content (e.g. nudges, welcome messages, success messages) for a campaign
The Report Finder allows users to ask questions in plain text to find the data they are looking for and to get results that recommend the report and initial data filters the user needs to get the data they want.
The report finder will only assist you with reports you have access to with your role.
Once you have selected a report, the AI Filter Assistant works to quickly suggest and apply report filters.