Understanding a customer’s full history shouldn’t require digging through endless emails, notes, and service logs. That’s why we’re excited to introduce the AI-Powered Customer Communication Summary feature.
With this update, BlueFolder uses AI to automatically summarize customer communications so your team can quickly understand your customer’s history, concerns, and resolutions without manually reviewing every message.
Get the Full Customer Story in Seconds
Customer conversations live in many places: emails, service request logs, technician notes, and internal updates. Reviewing all of that information takes time, especially when you’re trying to respond fast or make quick decisions.
The AI Customer Communication Summary feature brings it all together into one clear, easy-to-read overview.
Each summary intelligently compiles:
- Customer emails
- Service request logs
- Customer notes
The result is a concise snapshot of the customer relationship that helps your team stay informed and aligned.
More Than Just a Summary: Built-In Business Insights
In addition to summarizing communications, the Customer Summary feature provides powerful at-a-glance insights that help teams spot issues and opportunities immediately.
Quick Glance: Equipment Past Due for Service or Expired Warranty
Customer Summary highlights equipment that is:
- Past due for service
- Out of warranty or nearing expiration
This gives service teams instant visibility into potential risks, missed maintenance, or upcoming customer conversations — without digging through equipment records or reports.
Quick Glance: Revenue Opportunities
The Customer Summary feature also surfaces revenue-related insights, helping you quickly identify opportunities to grow your bottom line.
With this view, sales and service teams can proactively follow up, recommend upsells and upgrades, and turn insights into action — all from a single customer record.
