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Summaries and quick replies in Triage

Needs setupFor: All staff

Summarize a conversation, suggest quick replies and a label.

Open an email in Triage and press the BMS AI sparkle button in the reading pane.

An email open in Triage with the BMS AI menu showing Summarize Conversation, Suggest Quick Replies and Suggest Label.
The BMS AI menu in Triage.
  • Summarize Conversation writes a short summary of the email thread. Summarize at the bottom of the thread does the same.
  • Suggest Quick Replies offers short replies you can pick and edit before sending.
  • Suggest Label proposes a label for the item.

Nothing is sent or saved until you choose to.

Still need help?

Ask your firm's BMS admin first: they can see your access level and your firm's settings. Clients of a firm should contact their accountant.

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