AI Skill Summaries and Recommendations help agents quickly understand the results of a media analysis without having to review every AI Skill output individually.
These options can be configured directly from your Flow settings under the CRM tab.
To configure AI skill summary and recommendations:
Open your Flow.
Navigate to the CRM tab.
Scroll to the Report section.
Enable AI Skills Summary and/or Recommendations depending on your needs.
Once enabled, the generated content will automatically be added to the CRM comment created by SnapCall.
AI Skills Summary
The AI Skills Summary option generates a concise overview of all AI Skill results associated with the medias. Instead of displaying multiple individual outputs, SnapCall creates an easy-to-read summary that highlights the most important findings from the analysis.
This is particularly useful when:
Multiple AI Skills are used in the same flow.
Agents need a quick overview of the results.
Key findings need to be visible directly in the CRM ticket.
For example, in a plant analysis flow, the summary could mention the detected plant species, overall health status, and any visible signs of stress or disease.
Recommendations
The Recommendations option generates actionable suggestions for agents based on the media analysis results and the instructions you provide. Unlike the AI Skills Summary, which focuses on reporting findings, Recommendations focus on helping agents decide what to do next.
You can customize the recommendation logic by providing your own instructions in the Recommendations section.
For example:
Suggest next troubleshooting steps.
Recommend maintenance actions.
Advise whether a case should be escalated.
Propose customer-facing responses.
Highlight potential risks that require further review.
Generate a ready-to-send response based on the analysis results.
Using Both Features Together
For the best agent experience, we recommend enabling both features.
The AI Skills Summary provides a quick overview of what was detected, while Recommendations help agents determine the most appropriate next actions.
Together, they reduce manual review time and help agents make faster, more informed decisions directly from their CRM.