New Contact Summary AI Is Here!
If you’re managing clients inside GHL, this one’s for you.
You can now get instant summaries of any contact using simple, natural-language prompts in Ask AI. Just type something like “Summarize Jane Doe” and boom—you’ll see tasks, payments, appointments, and more all in one place.
It’s already live. No setup. No toggling anything on.
This update saves time, cuts down on screen hopping, and gives your team better insight fast. It’s perfect for agency owners, sales pros, support reps, and VAs who need to act fast and stay sharp.
You can also ask follow-up questions like:
  • “What tasks are still open?”
  • “Have they made any payments?”
  • “When’s their next meeting?”
The more you’ve logged in the CRM, the smarter the summaries get.
This isn’t just a cool add-on—it’s a workflow upgrade.
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Shaira Valerie Rivera
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New Contact Summary AI Is Here!
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