🚨: Aclaimant has released AI-generated Next Steps for records!
AI Next Steps for Answer Bundles
We’ve streamlined how insights are delivered on your records to help you take action immediately after reading a summary.
Actionable Next Steps: Answer bundles now generate a short list of actionable recommendations alongside the summary, located directly on the record’s Summary tab so you're never left at a dead end.
Interactive Refinement: Generated in a single click without opening the AI Assistant interface. If the output needs adjusting, simply click open the underlying conversation from the card to request changes (e.g., make it shorter or focus on prevention) and the card will update dynamically in place.
Unified AI Assistant Access: Summaries and next steps now run through the main AI Assistant customer feature flag under the hood. Individual summary toggles have been removed from the feature flags page, and existing summary users are automatically migrated so workflows continue without interruption.
The example above demonstrates how AI-generated next steps appear alongside record summaries and can be refined on the fly through the AI Assistant conversation card.
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