Instant Insights with GHL’s Contact Summary AI Tool

If you’ve used Ask AI before, you already know how powerful it can be. But this update takes it a step further. With the new Contact Summary Agent, you can now instantly summarize any contact’s activity—right from the Ask AI chat interface.

Here’s what it unlocks:

• Instant Contact Summaries – Type “Summarize a contact” and you’ll see a complete profile: notes, tasks, invoices, engagement, and more.
• Conversational Q&A – Ask follow-ups like:

• “Do they have any open tasks?”
• “What’s their payment history?”
• “Any upcoming appointments?”
• Natural Language Prompts – No commands, no memorization. Just ask like you would a teammate.

This AI pulls together scattered info and presents it in seconds. Whether you’re reviewing before a call or handing off to a teammate, this is the CRM clarity you’ve been craving.

If you’ve ever found yourself opening five tabs to answer one question, you’ll understand why this is such a big deal.

With contact summary AI, all the info you need—tasks, payments, notes, and trends—is available in one conversation thread. That means:

• No more digging through records
• Faster handoffs between teammates
• Less risk of missing important updates

This is especially helpful for:

• Agency Owners who need client status fast
• Sales Teams prepping for calls
• Support Reps who need context mid-convo
• VAs and Admins managing multiple clients

It doesn’t just save time—it saves mistakes, too.

It’s live and ready. You won’t need to enable anything—just head into your account, open Ask AI, and use a simple question to get instant contact insights.

1.1 Log into your GoHighLevel sub-account.

1.2 On the left-hand menu, click on Ask AI.

1.3 This will open the chat-style AI interface, where you can begin typing your prompt.

2.1 In the Ask AI text box, type: “Summarize [Contact Name]”

2.2 The AI will return a detailed summary of the contact’s:

• Payment history and balance
• Open and overdue tasks
• Upcoming or missed appointments
• General activity and engagement

3.1 You can continue the conversation with questions like:

• “What’s their total spend?”

• “Do they have any upcoming meetings?”

• “What tasks are still open?”

• Ask naturally—there’s no need to memorize specific commands.

4.1 The summary gives you everything you need to respond quickly—update their deal, check off to-dos, or reach out.

4.2 If something needs a deeper dive, just click into the contact’s full profile to explore.

Here’s how to get even better results when using the Contact Summary Agent:

• Use full contact names when possible. If two contacts have similar names, this helps the AI stay accurate.
• Paste a direct contact link for pinpoint results (especially in large CRMs).
• Keep contact records clean. The more details you’ve added to a contact—like tasks, invoices, or meetings—the better your summaries will be.
• No need to get fancy with the wording. Just ask things like “Do I owe them money?” or “Any tasks left open?”

Think of this as your instant contact assistant. Whether you’re chasing invoices, prepping for meetings, or just need a status check, contact summary AI gives you clarity in seconds.

Here’s what you gain:

• Better communication – Everyone on the team has the same info.
• Faster workflows – No switching tabs or digging for answers.
• Stronger client relationships – Know the full story before you reach out.
• Higher productivity – Spend time acting, not searching.

If you manage multiple clients, this is like gaining an extra set of hands.

The new Contact Summary Agent inside Ask AI is a total game changer for GoHighLevel users. You can now get detailed, personalized snapshots of any contact using simple natural language—no setup, no training, and no wasted time.

Open Ask AI and try typing: “Summarize a contact.”

Let us know how you’re using it, and what you’ve discovered! This one’s a must-have for every GHL power user.