New Idea
Bulk Selection & Summarization of Timeline Activities
We need the ability to select multiple Timeline entries within a customer's C360 and generate an AI-powered summary. For example, a CSM preparing for an EBR should be able to filter the Timeline for the last 90 days, click a "Select All" checkbox, and then click a "Summarize" button. This would provide an instant, high-level overview of all key interactions, saving hours of manual reading. Currently, we have to read each entry one-by-one to understand the account's journey.