AI Site Summaries, Weekly Digests, and Smarter Policies

New

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  • Introducing AI Site Summaries

    it summarizes recent support activity into a clear overview of what’s working, where risk is building, and how the client is feeling. The result is a shared, continuously refreshed operating picture for every site.

    • Site health at a glance: See an overall health score, trend, and risk level without digging through individual conversations.
    • Client sentiment: Understand whether the client is positive, neutral, or frustrated based on recent interactions.
    • Clear reasoning: Open the explanation behind each health and sentiment reading to see the support activity and patterns informing it.
    • Portfolio visibility: Add Site Health and Client Sentiment as columns in site views to quickly identify accounts that need a closer look.
    • Summaries refresh as relevant site activity changes, while also retaining a regular refresh cadence.
  • Weekly Site Digest

    • Operations owners can opt into a weekly email digest highlighting health changes, service-level trends, conversation activity, and sites that need attention.

Improved

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  • Partner cards now show open or closed status, business hours, holiday closures, and the next availability change.

  • Escalation policies open expanded by default, making them faster to reference during a call.

  • Submit Day1 forms now start with educational emails enabled.

  • Support policies can now follow partner business hours or custom day-and-time schedules, including holidays.

  • Use Signal Incident creation as a Rules Engine trigger to send incident details to your own systems through webhooks.

  • Control whether Signal automatically assigns conversations to the on-call agents it notifies.

  • Preview membership landing pages in desktop and mobile layouts before publishing.