Use the Contact Summary Agent in Ask AI

The Contact Summary Agent is a skill inside Sparkforge Copilot's Ask AI tool. It pulls scattered contact data — calls, SMS, emails, payments, appointments, tasks, deals — into one conversational summary so you don't have to click through multiple tabs.

What the agent surfaces

• Recent communications and activity logs
• Total payments and outstanding balances
• Upcoming appointments and booked sessions
• Open tasks and deal opportunities
• Engagement trends across systems

How to use the Contact Summary Agent

1. Sign in to Sparkforge.
2. Open Ask AI from the main menu.
3. In the chat window, click the Summarize a contact suggestion or type "Summarize a contact".
4. Pick a contact from the list.
5. Click Submit. The agent returns a summary using the latest data on the record.

Conversational queries

The agent reads natural language, so you can drop the rigid command structure:

• "What tasks are pending for John Doe?"
• "When is Jane Smith's next appointment?"
• "How much has Michael Johnson paid so far?"
• "When was our last interaction with this contact?"

Combine summary requests with specific questions to drill down inside the same chat.

Data sources

• Communication logs — emails, calls, SMS
• Notes and activity history
• Payment records and outstanding balances
• Appointments and session bookings
• Tasks and deal pipelines
• Engagement analytics

Setup and access

No configuration is required. The agent is on by default for accounts with Ask AI access and pulls real-time data from the sub-account each time you ask.