Surface past conversations
- “What did we talk about in our last meeting with the Jacksons?”
- “Pull the notes from the January 2023 review.”
- “Summarize our meeting about their Roth conversions.”
Find lost info
- “Did Barbara ever confirm her new email address?”
- “What was the name of the CPA they mentioned last fall?”
- “Where did we land on the vacation home discussion?”
Extract key details from files & emails
- “Summarize the trust document they uploaded last week.”
- “What did the contact say in their last email?”
- “Pull out the key details from their estate plan.”
Generate personalized content
- “Draft an email following up on today’s meeting.”
- “Write a summary of action items from our last two meetings.”
- “Create a birthday message I can send to the contact.”
Asking Slant to draft an email for you is one of the most powerful features of chat. Simply request an email and Slant will draft one for your review. Edit the draft as needed and send it with a single click.
Plan and take action
- “Remind me to send them a follow-up next Thursday.”
- “Create a task for me to update their beneficiary info.”
- “Do we have anything scheduled with them next month?”
Create memories
Memories are stored facts about each contact. You can ask chat to remember something about the contact or update a memory. Memories are stored as context and can be used to answer questions and complete actions. Memories might also be used to personalize emails or suggestions.- “Remember that they have a vacation home in Aspen.”
- “Update their favorite sports team to the Broncos.”
- “What memories do you have about them?”