Within the generated AI Executive Case Summary section, actions can be performed such as sending the summary as an email or clearing the summary.
Send Case Summary as Email
To keep a record of your AI Executive Case Summary, it can be sent as an email from Neos.
On the Case Tab, select the three-dot menu on the AI Executive Case Summary section.
Choose the Send as Email option. Notice that the rich-text formatting from NeosAI will be present in the New Email window.
A New Email window will display. The Subject will contain "AI Executive Case Summary" with the entire summary in the body. Select the recipient(s) and any attachments if needed and send the email. [screenshot]
Clear Case Summary
The generated AI Executive Case Summary can be removed from the Case. When choosing to clear the summary, keep in mind, this action cannot be reversed. If you choose to summarize again, the generated summary will not be identical to the original.
To clear the case summary:
On the Case Tab, select the three-dot menu on the AI Executive Case Summary section.
Choose the Clear option.
Confirm your intention on the following warning message.
Click Yes to remove the generated summary. It will no longer be available on the Case Tab or within the NeosAI Tools side pane.
Click No to abort the removal.
4. Once cleared, the Case Tab will return to default view where you can generate the summary.
