Overview
Powerful and secure new features added to our Voyager AI assistant allow users to create a Summary, Action Points or Key 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) or to create Key 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
You can also access additional options from the formatting menu:
Text Analysis
Speech to Text
Text to Speech
Text Analysis
Click on the Text Analysis icon to display:
Sentiment & Tone - the AI defines the sentiment and tone of the or email(s)
Categorization tags - the AI tries to extract the main themes/topics from the text and provide a maximum of 5 tags. These tags are purely informative and cannot be used for reporting.
Personal Information - the AI will extract personal information such as
Names - click on the link to then create a new record or copy the details
Emails - click on the link to create an email or copy the email address
Addresses - click on the link to copy the address
URLs - click on the link to open or copy the URL
Phone numbers - click on the link to call the number using the browser or mobile or copy the number
Speech to Text
This option, once enabled in the Automation Hub, will be available everywhere where there is a rich text toolbar for example in the email editor, notes, rich text fields, AI tools output (Summarization, Action points, Key points).
Click on the microphone icon, select your preferred language and input device. When you're ready, click the Record symbol and start speaking. To end your input, click again on the Record symbol. Edit your notes if necessary (no transcription is perfect!) and then click Save ⤵
This article has more details.
Text to Speech
This option, once enabled in the Automation Hub, will be available everywhere where there is a rich text toolbar for example in the email editor, notes, rich text fields, AI tools output (Summarization, Action points, Key points).
Click on the headphone icon, choose your preferred language and voice and start listening to the text. You can “play” the entire text, selected text or text from the actual cursor position ⤵
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 Action Points
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 action points text}“, priority: normal, status: Not Started
Appointment - a new appointment will be created with the subject: “Re: {Email subject}“, description: “{suggested action points text}“
Document (pdf) - a pdf file will be created based on the suggested action points text
Linked Document (pdf) - a pdf file will be created based on the suggested action points text which will be linked to the Documents tab
Create Email - the user can create a new standard email with the suggested action points text included in the body of the email
Text Analysis, Speech to Text and Text to Speech are also available from the text formatting menu.
Creating Key Points
This option works in a very similar way to Summary and Action Points but the goal is to identify Key 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 key points
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 key points text}“, priority: normal, status: Not Started
Appointment - a new appointment will be created with the subject: “Re: {Email subject}“, description: “{suggested key points text}“
Document (pdf) - a pdf file will be created based on the suggested key points text
Linked Document (pdf) - a pdf file will be created based on the suggested key points text which will be linked to the Documents tab
Create Email - the user can create a new standard email with the suggested key points text included in the body of the email
Text Analysis, Speech to Text and Text to Speech are also available from the text formatting menu.
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/
For Text to Speech, we are using
Amazon Poly service
Note that, based on the geolocation and selected language, voice options can vary (this service can offer different options for neural voice processing across the globe)
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