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kelly
Helper ⭐️⭐️⭐️
March 2, 2026
New Idea

Better Format AI Followup

Related products:CS AI Followups
  • March 2, 2026
  • 2 replies
  • 50 views

It would be great if the summaries within the timeline activities created from AI Followup were better formatted. Currently, it creates a giant block of text. There is the ability to adjust the formatting with AI, but this feature is meant to minimize workflows, not add to their task list.

Feedback has been largely positive from our user base with the caveat that the formatting, or lack of formatting, is burdensome. 

 

    2 replies

    Contributor ⭐️⭐️
    July 9, 2026

    Totally agree. Auto capturing notes and actions is great for CSMs, but the formatting of the output is rubbish. This actually adds to our CSMs workload as they have to amend any AI Follow Up output. 

    It would be great if admins/users could have input as to what format the notes are produced in. 

    Helper ⭐️
    August 26, 2026

    +1 to this. Our user base has liked the AI notes but when AI misses the mark and users attempt to update the details, re-formatting becomes heavy.