AI Summary: Feedback
Please post your feedback on the new AI summary tool below!

-
Sydney Morrone commented
I would like the option to opt in to AI Summary on a process by process basis.
I want some folks/processes to be able to use it, while not allowing others.
-
Kendra Norton commented
I will likely not use this feature unless I can include it into a report. That would be great. As far as AI goes - it would be awesome to use AI to generate reports from plain language.
-
Mike deHilster commented
Clients can generate great summary text with this tool, but not report on it like they can other text fields. There are extra steps to make that happen, and clients don't understand why the behavior is different for this text, just because it's AI generated.
-
Carma Willers commented
For my application process the AI summary sometimes makes no sense and pulls in data that is not what's in the text box answer. For example the AI summary pulled in that the applicant's last name was "The" or it just reads the text boxes like this "The form provides details such as the child's name, referral person, applicant information, primary care physician, diagnosis, and situation explanation for a family who received a..." Which gives no information at all. There are few that actually provide a nice summary but only a few. Hoping we can customize these a little better as I do think it would be useful to me if it can be fixed.
-
Katie Decker commented
Clients would like to be able to define the length of the summary. For example, they may want a 500-word summary and/or a 50-word summary.
-
Audra Clodfelter commented
I've been asked if other question types could be incorporated into the AI summary (amount requested, area of focus, etc.) Clients I've spoken with are excited about the use cases for the AI summary, but would love to see this addition.
-
Meredith Edwards commented
Can we make the AI summary available in reporting and merge templates? For now, we can copy/paste into an Administrator-facing field, but it would be nice to eliminate this extra step :)
-
Meredith Edwards commented
It would be great if the AI summary included the amount requested when generating a summary on the application form. I know this would be very helpful for clients generating summaries for their Board.