What is Signal's AI Profile Summary? Signal's AI Profile Summary consolidates and synthesizes your organization's extensive constituent data, providing easily accessible and up-to-date prospect summaries directly in the mobile app.

Viewing AI Profile Summaries

Navigate to a constituent profile's Summary tab and look for What to Know. The AI Summary section automatically generates a succinct bio. Summaries are stored for 24 hours before refreshing. Summaries are generated on a per-user basis.

Sharing the AI Profile Summary

You can copy and paste the summary as well as export the summary to text, email, and more.

Sharing Feedback 

Use the thumbs up/down icons to the right of the AI Summary section to share feedback with the EverTrue team. (Previously a text-based "Helpful?" button. Note: This feature is not enabled by default. Contact your CSM to activate.

https://www.loom.com/share/9bc07345ef774dd583d89ea31a995de9

 

If you have questions, contact EverTrue Support at genius@evertrue.com.

 

More resources to check out:

Mobile: Using AI-Generated Emails on Your iOS App