AI Summarize Feature
Overview
Challenge: With the increased interest in ChatGPT and Machine Learning, Sturdy clients requested a feature that allowed them to summarize their data by account. Providing a succinct summary of the emails and data associated with each account.
Solution: A “summarize conversations” feature that ingests a users emails associated with a specific account and provides a customized summary of the emails and Signals that have transpired in the pre-determined time period.
Project Goals:
Design a feature that ingests all conversations and Signals associated with an account to produce a summary of the account
Beta-test & iterate
User Interviews
When ChatGPT went viral earlier this year, we were in the process of thinking of ways to harness this peaked interest in AI when various Sturdy customers expressed interest in a feature being created that would allow them to generate summaries of accounts.
Requested Features:
Be able to summarize conversations & Signals for an account
Be able to customize the time period of the summary
Provide a short summary, long summary, list of most recent Signals associated with the account
Initial Idea & Design
Prior to receiving user input, we had initially been conceptualizing with Engineering the potential of mirroring a feature similar to ChatGPT where a user is able to type in a request or prompt to a chatbot and have it provide the requested information.
Final Idea & Design
After receiving feedback from Sturdy users we decided to pivot from our initial concept of a ChatBot on the home screen where the user types in the account they want to interact with to a account page specific summary feature. The decision was largely based around the concept of maintaining a short summary on the account page after the initial request for a summary to be produced.
The above image outlines the AI generated summary for ABC Company in the pop-up box. The pop-up box provides a comprehensive summary of the account including: full summary, short summary, current state, and most recent Signals.
The above image outlines the short summary that is maintained in the information bar of the account page. This is a short summary of the account. It can be refreshed with updated information or can be expanded to see the full pop-up.
Testimonials
Syntrio CEO
“I love my Monday morning digest that Sturdy sends me and now I love the summaries feature..”
Hawke Media COO
“I’m pretty sure our MoM churn is down 30% because of Sturdy”