View an AI Summary for a Proposal

Short summary

Use "AI Summary" to generate a quick summary of a Proposal in the Business Portal. It shows an overview, recent client activity, deal health, and recommended next actions.

When to use this feature

Use this feature when you want to:

• understand a Proposal without reviewing the full document
• see recent client activity in one place
• check the current deal health
• get suggested next steps

Step-by-step instructions

1. In the Business Portal, open Workspaces and select the Proposal you want to review.

1. Open "AI Summary" from one of these places:

• the Proposal 3 dots menu
• the Proposal right sidebar under "Control"

▶ Watch video: Open AI Summary

1. Wait while the summary is generated. During loading, the button shows "Generating summary...".

1. Review the summary in the dialog. It includes:

• "Overview"
• "Deal health"
• "Activity summary"
• "Recommended next actions"

!Screenshot: AI Summary dialog

Notes & limitations

• This feature is available for a single Proposal.
• Only Team Members who can view the Proposal can use "AI Summary".
• The summary is AI-generated and should be used as guidance.
• The summary is generated on demand.
• If no important changes happened since the last summary, Proposaly may reuse the previous result.
• If there is new activity, "Refresh" lets you generate the summary again.
• "AI Summary" does not send messages or edit the Proposal.

Troubleshooting

Why can’t I use "AI Summary"?

You must have permission to view the Proposal. If access is restricted by company or workspace permissions, the feature may not be available.

Why is the summary not updating?

If nothing important changed since the last summary, Proposaly may show a cached result. If new activity exists, use "Refresh".

What if the summary cannot be generated?

You will see this message:

"We could not generate an AI summary right now. Please try again in a few minutes."

Why is "AI Summary" temporarily unavailable?

The feature has usage limits. If you reach a limit, wait and try again.