TL;DR feature (AI Assistant)

Our TL;DR feature uses AI to generate concise summaries of contact information and activity timelines.

Streamline your workflow, get instant insights, and make faster decisions in your CRM with clear, actionable overviews.

The AI-generated summary may contain inaccuracies.

BETAThis feature is currently in BETA.

The TL;DR AI Assistant is available on the Max plan. Upgrade here.

Using TL;DR AI Assistant

Open any contact in the CRM → click on the orange TL;DR button at the top.

Contact page in OnePageCRM | TL;DR button at the top of the page.

An AI summary will be generated from the contact page, including notes, calls, meetings and deals, etc.

Contact page | AI summery

💡 To generate a contact summary, the contact must have at least one of the following: 5 emails, 5 notes, or 10 completed actions.

You can set preferences for the data items you want to include in the Summary for the AI Assistant and what type of business you are running.

💡 These preferences will be set account-wide.

Open any contact in the CRM → click on the orange TL;DR button at the top.

Contact page in OnePageCRM | TL;DR button at the top of the page.

Click on the 3 dots menu → Preferences.

AI Summary | Set prefences

Make a selection as needed → click on Confirm.

TL;DR | select Preferences

💡 Include a business description so the AI can create a better contact summary.

You can select what data items should be included:

Notes (x most recent)	Check to include 10+ latest notes for the most relevant summary.
Emails (x most recent)	Check to include 10+ latest emails for the most relevant summary.
Deals	Check to include only Pending deals or all deals in the summary.
Contact Custom Fields	Check if Contact custom field information should be included.
Profile	Check to include contact profile fields (Job Title, Organization, Email, Phone, etc.) in the summary.
Contact background	Check if the background field information should be included.
Completed actions	Check if completed actions should be included.
Temperature	This controls the style of the summary. Low (Precise) for focused, consistent summary High (Creative) for varied, imaginative summaries

Click on your User/Profile icon → Settings → Preferences tab → scroll down to Enable TL;DR (AI Contact Summary).

Green - Show TL;DR

Grey - Hide TL;DR

Settings Page | Preferences | Enable TL;DR toggle