View a contact summary with Ask AI

You can now open Ask AI directly from any contact detail in the Infinity3 Platform to see a concise summary of that relationship. The summary card shows the last message, next appointment, biggest open deal and open tasks, and provides quick actions to prepare for meetings, summarise the contact or dictate a note.

Why it matters

The new contact summary saves time by bringing messages, appointments, deals and tasks into a single view. You can get a short briefing before a meeting, capture a note by voice and create a task without leaving the contact screen. AI only runs when you ask, nothing is saved without your approval, and the card shows only records you have permission to see.

How to use it

Open a contact from Contacts, Conversations or search, then tap the Ask AI icon in the top bar to view the contact summary card. The card includes:

• Last message, showing channel and how long ago it was sent
• Next appointment, with status and a “+N more” indicator when others are coming up
• Biggest open deal, showing pipeline, stage and days since it last moved
• Open tasks, with an overdue badge when applicable

Tap any row to open that record. Use the buttons below the card to:

• Prep me for next appointment, to receive a short briefing
• Summarise this contact, to get a concise overview
• Dictate to add a note, to speak a proposed note and create a task if needed; nothing is saved until you approve it

Each time you open Ask AI from a contact, a fresh chat starts. After your first message, tap + in the top bar to start a new chat on the same contact.

Rollout and availability

• Release date: October 2026
• Available version: v4.27.0 and later
• Status: Public

Good to know

• Works on iOS and Android for users who have Ask AI access. There is no separate permission for this feature.
• The card only shows conversations, appointments, deals, deal values and tasks the user has permission to see.
• If your account calls contacts something else, for example patient, the app uses that name.
• Prep me appears when there is an appointment in the next seven days. Summarise is offered for every contact.
• Offline, the card shows what is already on your phone. If nothing has loaded, it shows “Couldn’t load details”. Pull down to try again once you are back online.
• If a contact was deleted, or you no longer have access, Ask AI will say so instead of showing a summary.
• Voice mode is not available in a contact chat yet. Use “Dictate to add a note” instead.
• Deal amounts in AI answers appear as plain numbers, with no currency symbol.