Overview
Powerful and secure new features added to our Voyager AI assistant allow users to create a Summary or Action Points based on the content of emails, text messages and notes on the Feeds tab of a record. All data remains within your secure Pipeliner AWS environment at all times when using these new features so there is no risk to your customer data.
Users can access the AI Tools option on the menu bar of the Feeds tab of a record to create a Summary of Notes, Emails and Messages (All or Selected) or to create Action Points based on Notes, Emails and Messages (All or Selected).
Creating a Summary
Voyager AI will summarize all/selected feeds into summarization points and categories and will distinguish between types of feeds such as notes, emails, etc
Click on the Feeds tab of a record and then click on AI Tools. Select Summary and then choose between All Notes, Emails, Messages or Select Notes, Emails, Messages ⤵
If you choose Select Notes, Emails, Messages you can then tick all the items that you want to be included in the summarisation. Click on "Create From" ⤵
Once the summary is generated, you can edit the suggested text using the rich text editor ⤵
You can also choose from the following options:
Get Alternative Result - the AI assistant will reword the summary
Copy to clipboard - copy the text to the clipboard
Save as
Note - a note will be created with provided text
Task - new task will be created with the subject: “Re: {Email subject}“, description: “{suggested summary text}“, priority: normal, status: Not Started
Appointment - a new appointment will be created with the subject: “Re: {Email subject}“, description: “{suggested summary text}“
Document (pdf) - a pdf file will be created based on the suggested summary text
Linked Document (pdf) - a pdf file will be created based on the suggested summary text which will be linked to the Documents tab
Create Email - the user can create a new standard email with the suggested summary text included in the body of the email
Creating Action Points
This option works in a very similar way to Summary but the goal is to identify Action Points from the Feeds ⤵
Again, the user is able to edit the suggested text using the rich text editor and can also choose from the options:
Get Alternative Result - the AI assistant will reword the summary
Copy to clipboard - copy the text to the clipboard
Save as
Note - a note will be created with provided text
Task - new task will be created with the subject: “Re: {Email subject}“, description: “{suggested summary text}“, priority: normal, status: Not Started
Appointment - a new appointment will be created with the subject: “Re: {Email subject}“, description: “{suggested summary text}“
Document (pdf) - a pdf file will be created based on the suggested summary text
Linked Document (pdf) - a pdf file will be created based on the suggested summary text which will be linked to the Documents tab
Create Email - the user can create a new standard email with the suggested summary text included in the body of the email
Frequently Asked Questions
What AI Models do you use?
The Voyager AI uses multiple Amazon AI services (Amazon Bedrock with AI model: Haiku and Amazon Comprehend) to provide an analysis of the email/email thread or any other texts.
Amazon Comprehend - https://aws.amazon.com/comprehend/
Amazon Bedrock - https://aws.amazon.com/bedrock/
Is my customer data at risk? / Where is our data sent for processing? / How do we know our data is secure?
These Voyager AI features use only Amazon AI services. The entire Pipeliner environment and the new AI features both run within the same geolocated AWS environment. Amazon AI processed data will NEVER leave this environment or geolocation. Any of your data processed by Amazon AI is not stored and used to train models in Amazon.
About Amazon AI