Customer Summaries: Understand customer activity at a glance

What’s new

Customer Summaries provide an AI-generated view of customer activity directly from the customer record, helping you quickly understand account health, recent activity, payment trends, and potential risks.

Key benefits

• Spend less time piecing together customer information across screens.

• Quickly understand recent activity and payment behavior.

• Surface potential areas that may need attention.

• Get the context you need to prioritize work and make faster, more informed decisions.

How it works

Open a customer record to see an AI-generated summary of activity associated with that customer. The current experience brings together interactions between the buyer and supplier to provide context directly on the buyer page.