The Contact Summary Agent is an AI-powered feature in the Ask AI tool, part of ZipLeads Copilot. It instantly summarises contact records and answers detailed questions about any contact. You can find and understand contact information with a simple, conversational prompt, which saves you time and gives you useful insights.
What is the Contact Summary Agent?
The Contact Summary Agent is a skill within ZipLeads Copilot. It brings together scattered contact information, such as communications, payments, appointments and tasks, into one easy-to-read summary.
It understands natural language, so you can ask questions or request summaries about any contact. You get instant, human-like answers without jumping between tools or screens.
It's especially handy for teams that manage lots of client information. It turns scattered records into clear overviews, so you can engage with clients better and make decisions faster.
Key benefits of the Contact Summary Agent
The Contact Summary Agent helps you work more efficiently and make informed decisions:
Instant contact summaries
See recent communications and activity logs at a glance.
Get financial insights, including total payments and outstanding balances.
See upcoming appointments and booked sessions.
Find open tasks and deal opportunities.
Analyse engagement trends across different parts of your account.
Conversational Q&A
Ask natural questions like “When was our last interaction with this contact?” or “What’s their payment history?”
Get quick, human-like answers without any setup or training.
No more searching through multiple tabs or records.
Time savings and better accuracy
Spend less time gathering and interpreting information by hand.
Always have the latest, most relevant information at your fingertips.
How to use the Contact Summary Agent
Generating a contact summary in Ask AI is simple. Once Ask AI is open, ask it to summarise a contact, choose the right record, and review a full summary of the contact’s profile and activity.
Open Ask AI from the left-side navigation menu or from the top navigation bar in your account.
In the Ask AI chat box, type Summarize a contact and submit the prompt.
When Ask AI asks which contact you want to summarise, enter the contact’s name, email address or phone number.
If more than one contact matches your search, select the correct contact from the list and click Submit.
Review the generated summary. The summary may include:
Contact profile details
Email and phone information
Lead source and creation details
Opportunities and pipeline status
Appointments
Tasks
Recent activity and engagement
A quick summary of the contact’s current situation
After reviewing the summary, you can keep chatting with Ask AI and request supported follow-up actions, such as creating a task, updating contact details or preparing next-step outreach.
Using conversational prompts
The Contact Summary Agent understands natural language, so you can get the information you need without memorising commands.
Ask open-ended questions like:
“What tasks are pending for John Doe?”
“When is Jane Smith’s next appointment?”
“How much has Michael Johnson paid so far?”
Combine a summary with specific questions for deeper insights.
Supported data types
The agent pulls from a wide range of contact-related information to give you a complete summary:
Communication logs (emails, calls, SMS)
Notes and activity history
Payment records and outstanding balances
Appointments and session bookings
Tasks and deal pipelines
Engagement analytics
Frequently Asked Questions
Q: Do I need to set anything up before using the Contact Summary Agent?
No setup is needed. Just open Ask AI and start asking questions or requesting summaries.
Q: What types of questions can I ask the Contact Summary Agent?
You can ask for summaries or specific details about a contact’s communications, payments, tasks, appointments and more.
Q: How does the agent make sure the information is accurate?
The Contact Summary Agent pulls real-time data from your ZipLeads account, so summaries are always up to date.
Q: Is my data secure when using the Contact Summary Agent?
Yes. All data is processed securely within ZipLeads, following standard privacy and security practices.