ProVision Receives Notifications, Mentions, and Auto-generated Summaries

We're excited to share the availability of these three highly requested features designed to streamline communication, boost visibility, and help your team stay in sync.

1. Email Notifications 🔔

   You can now opt into email alerts for key activity inside Conversations. Choose which events trigger a notification so you never miss an important update.

   To customize your preferences, just click "Notifications" in the menu on the left-hand side of the app.

   
   

   

   
   

2. Mentions 💬

   Need input from a teammate? Use @mentions directly in any conversation to loop in the right person. Just type the '@' symbol and the individual's name to tag them.

   Important notes:

   • The recipient must have mentions enabled in their notification settings

   • This is for collaboration, not escalation. Use your standard support queue for requests that need triage/basic support.

   
   

   

   
   

3. AI-Powered Summaries 🧠

   Busy day? Summaries provide a real-time, AI-generated snapshot of each conversation, helping you quickly catch up without reading every message. Summaries evolve as the thread unfolds, so you always have the latest context at a glance.

   

   
   

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Don't have access to ProVision yet? If you're an integrator looking to differentiate your brand through world-class client service, let's talk!

We'd love to show you how we help integrators like you boost client satisfaction, drive profitability, and reduce employee burnout!

LET'S CHAT!