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Text Summarization

Explore Simply Stakeholder's AI-driven text summarization tool functionality.

SiSta (Customer Success) avatar
Written by SiSta (Customer Success)
Updated this week

Simply Stakeholders has a premium (paid add-on) AI-driven feature for summarizing text. The text summarization feature allows you to quickly, easily and accurately summarise blocks of text longer than 80 words.

Details and Overview

To access the text summarization feature for your account, please contact your Customer Success Account Executive to discuss this premium feature.

Screenshot shows the Summarize button above the Message box in the Centre Panel of an Interaction

You can summarize an Interaction by opening an Interaction record, navigating to the Centre Panel, ensuring you are on the Message Tab and clicking on the Summarize button at the top-right. Then select if you want:

  • Abstract - an AI generated detailed summary of the interaction message.

  • Extract - selects key sentences from the original message. Options available are:

    • Short - one-sentence summary

    • Medium - maximum of three-sentence summary

    • Long - maximum of five-sentence summary

This will quickly and accurately summarize content of 80 words or more into the desired format, referencing the key details of the Interaction.

Why and how would you use it?

This function within Simply Stakeholders’ allows customers to quickly and accurately summarize long pieces of content into a short, easy to read summary. This is extremely helpful when trying to quickly understand a lengthy Interaction record; for when you are preparing reports; or for any other time you might need a short summary of key Interactions:

  • No additional work required to read, consolidate and summarize your Interaction records

  • Able to be used for reporting purposes

  • Accurate and fast, using AI-driven technology

Use the summaries generated for quick reference in meetings or reports to enhance productivity and communication.

Who benefits from it

Getting started with the module/function

To use the AI-driven Text Summarization feature:

  1. Access the Text Summarization Feature

    • Open an Interaction record, navigate to the Centre Panel, ensuring you are on the Message Tab and click on the Summarize button at the top-right.

      Image shows summarize button.

  2. Summarize Content

    • Click on the 'Summarize' feature button. Then select if you want:

      • Abstract - an AI generated detailed summary of the interaction message.

      • Extract - selects key sentences from the original message. Options available are:

        • Short - one-sentence summary

        • Medium - maximum of three-sentence summary

        • Long - maximum of five-sentence summary

    • Ensure your content is at least 80 words long. Once you click Summarize and select the format, your summary will be populated at the top of the interaction:

      Image shows the Summary at the top of the Message.

  3. Utilize Summary for Reporting

    • Use the summarized content for reporting and understanding interactions effectively.

  4. Contact for Feature Activation

    • If you need this feature activated for your account, reach out to your Customer Success Account Executive or email help@simplystakeholders.com, noting that this is a premium feature.

Notes

  • Ensure that the content you wish to summarize is a minimum of 80 words; otherwise, the summarization feature will not function.

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