ProVision Updates: AI site summaries and weekly site digest
Knowing how a client relationship is really going usually means digging through ticket after ticket. Most service leaders don't have time for that.
ProVision's two newest features do the digging for you. AI site summaries give every site a clear, current read on its health and client sentiment. The weekly site digest delivers the highlights across your whole portfolio straight to your inbox. Together, they're one of the biggest steps forward in ProVision's evolution yet.
AI site summaries: the whole story at a glance
AI site summaries pull a site's support history and client communications into one clear overview. You see what's working, where risk is building, and how the client is feeling, without opening a single conversation.
Each summary includes:
Site health at a glance. An overall health score, trend, and risk level.
Client sentiment. Whether the client is positive, neutral, or frustrated, based on recent interactions.
Clear reasoning. Open the explanation behind any score to see the activity driving it.
Portfolio visibility. Add Site Health and Client Sentiment as columns in your site views to spot accounts that need a closer look.
Summaries refresh automatically as site activity changes, so the picture is always current. It's a fast pulse check for owners, managers, and sales teams who need context without the weeds.
Weekly site digest: your portfolio, every Monday
The weekly site digest is an email that lands at 7 a.m. local time every Monday. It gives you a snapshot of your entire workspace before the week gets going:
How many sites fall into each health zone
The biggest movements in site health, and why
Conversation activity for the week
Sites by service level, compared to last week
It's opt-in. To subscribe, go to Settings > Notifications > CRM and check Email next to Weekly Site Digest.
Both features are live in ProVision now.
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!
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