What it does
Generates concise, skimmable summaries of ticket content. Key information like names, devices, error messages, and actions taken are bold-formatted so you can scan the summary in seconds.
When it runs
Triggered when a signal is created and on updates, so the summary stays current as the ticket progresses.
Output
A natural-language prose summary (under 100 words) with bold formatting on key details. The summary adapts to the ticket's stage:
New tickets — who is affected, what they're experiencing, any urgency
In-progress tickets — the issue, troubleshooting steps taken, current status
Resolved tickets — the issue, resolution, and outcome
Configuration
Setting | Default | Description |
Post to ConnectWise | On | Post summary as an internal note on the ConnectWise ticket |
Use cases
Quick ticket review without reading all notes
Executive dashboards and status reporting
Technician handoffs between shifts
Enabled by default: Yes