Writing and summaries

Summarise the history of any record, draft replies and write in any text editor.

Summarise a record

1. Open a record with a history (a lead, an order, a ticket, a task...).
2. Click AI at the top of the chatter. The Summary tab gives the summary: what happened, the open points, the next step.
3. Log as Note saves the summary in the chatter for your colleagues.

Write a reply

In the same window, the Write tab drafts a message. Pick a suggestion (Reply to the last message, Follow up politely, Confirm and give the next steps) or type your own instruction, then Use this Text to put it in the message box. Make it shorter and Make it more formal adjust it. In the message box, the magic wand does the same.

In any text editor

In a description, a note, an email template or a website text, type / and choose BridgeERP AI. Describe what you want ("three bullet points on our delivery terms"), check the text, then insert it.