How to Generate a Contact Summary
Step 1: Open Ask AI
Log in to your Kyrios account dashboard.
Click Ask AI, located in either the top navigation bar or the main left sidebar menu.
Step 2: Request a Contact Summary
In the Ask AI chat panel, enter the following prompt:
Summarize a contact
When prompted by Ask AI, type the contact's name, email address, or phone number.
If multiple contacts match your search query, select the correct contact from the list and click Submit.
Step 3: Review the Generated Summary
Ask AI will compile and display a structured overview of the selected contact. The summary includes:
Contact Profile: Full name, lead source, creation date, and contact details (email, phone, timezone).
Pipeline: Active opportunities, deal stages, and pipeline status.
Schedules & Tasks: Scheduled appointments, session bookings, and open action items.
Recent Engagement: Timeline of recent communications and interaction history.
Example Conversational Prompts
Because the Contact Summary Agent understands natural language, you can ask follow-up questions directly in the chat window without memorizing specific commands.
Try submitting prompts such as:
What tasks are pending for John Doe?
When is Jane Smith’s next appointment?
How much has Michael Johnson paid so far?
Summarize our latest interaction with Chase.
Supported Data Types
The Contact Summary Agent queries live data across your Kyrios account, including:
Communication Logs: Email threads, call logs, and SMS records
Activity History: Internal notes and timeline events
Financial Records: Payment history, total amounts paid, and outstanding balances
Schedules: Booked appointments and session calendar entries
Pipeline & Tasks: Open tasks, deal stages, and pipeline statuses
Engagement Analytics: Interaction trends across integrated features
Frequently Asked Questions
Q: Do I need to configure anything before using the Contact Summary Agent?
No setup or configuration is required. The Contact Summary Agent is built into Ask AI and ready to use immediately.
Q: What types of questions can I ask the Contact Summary Agent?
You can ask for general contact overviews or specific details regarding communications, payment history, open tasks, booked appointments, and pipeline stages.
Q: How does the agent ensure data accuracy?
The Contact Summary Agent queries live CRM data directly from your Kyrios account, ensuring every generated summary reflects current records.
Q: Is my data secure when using Ask AI?
Yes. All queries and records are processed securely within the Kyrios platform following standard privacy and security protocols.