Management
AI Features
Optional assistive capabilities such as summarising long threads or drafting routine text. These are scoped, priced and enabled per client during delivery — not switched on by default.
What this module does
Optional assistive features, scoped per client.
- Summaries of long activity or ticket threads
- Draft assistance for routine correspondence
- Structured extraction from submitted documents
- Enabled only where the client approves it
Where it applies
Scope, fields and workflow rules are agreed during requirements and configuration.
Interface preview
Product capability preview — configuration varies by client
Availability
Optional
Scoped per engagement
Control
Client approved
Enabled during delivery
Assistive options (illustrative)
Availability depends on the agreed scope.
| Capability | Applies to | State |
|---|---|---|
| Thread summary | Tickets, activities | Optional |
| Draft reply | Email templates | Optional |
| Document extraction | Onboarding uploads | Optional |
Sample values shown are illustrative only and contain no real client data.
Want to see this module configured for your own process?