AI-Generated Summaries Explained
Every submission includes an AI-generated summary to help you quickly understand the lead.
What's in a Summary
The AI extracts and highlights:
- Key Details
- Who they are (role, company)
- What they need (project type)
- When they need it (timeline)
- Budget indication
- Intent Signals
- How serious they are
- Their decision-making authority
- Urgency indicators
- Recommended Action
- Suggested next step
- Follow-up timing
Example Summary
"Decision maker at mid-size tech company seeking website redesign. Clear scope (8-10 pages), defined budget ($15-25K), and urgent timeline (launch in 6 weeks). High intent - recommend immediate outreach to discuss requirements."
How Summaries Help
Summary vs Full Responses
The summary is a starting point. Always review full responses for:
- Nuanced details the AI might miss
- Specific questions to address
- Context that affects your approach
Email Notifications
When email notifications are enabled, summaries are included in new lead alerts so you can assess leads on the go.
Pro Tip: Read summaries first, then dive into details for leads you want to pursue.