Welcome to Karbon's AI Beta

Logan Baillie · 2023-05-05T19:18:28+00:00

Welcome the to Karbon AI Beta!We are very excited to be launching some exciting new features. We will be launching these features over the coming weeks and look forward to working with you to improve Karbon and our new AI features! We will be starting with the summarize feature, enabling you to summarize email threads quickly and easily. Can you please all check your triage and see if you see the following summary feature: If so, you and your team are good to start using the feature. Please let us know in the comments if you experience any issues or have any initial feedback.Additional features will be enabled for your firm shortly. Please check back regularly for more information

Userlevel 5

Logan Baillie
Author
Karbon Team
111 replies
11 months ago
8 June 2023

We can’t see the summarize feature yet. Have tried refreshing and closing the browser.

@Kayela Johnson please check now!

Userlevel 5

Logan Baillie
Author
Karbon Team
111 replies
11 months ago
8 June 2023

Our team has access. Yay! Summarized failed on a thread with 20+ emails. Is there a maximum thread size summarize can handle?

The AI maxes out tokens on very long threads. We are aware of the issue and are working on a way to handle very long threads. Appreciate you flagging this!

K

We can’t see the summarize feature yet. Have tried refreshing and closing the browser.

Userlevel 3

+2

leeseinmt
Rising Star
45 replies
11 months ago
6 June 2023

My team has access. I LOVE it!!!!

We did see one oddball thing when I demo’ed it to them, but I didn’t take very good notes. Will try to replicate tomorrow and maybe do a loom video if we can replicate

Our team has access. Yay! Summarized failed on a thread with 20+ emails. Is there a maximum thread size summarize can handle?

Userlevel 5

Logan Baillie
Author
Karbon Team
111 replies
11 months ago
2 June 2023

@Logan Baillie Do you have an idea when you will be rolling out the “suggested reply” feature for beta testing?

@BrooksW I just made another post about this! Please check it out :)

Userlevel 5

+6

BrooksW
Superstar
76 replies
11 months ago
2 June 2023

@Logan Baillie Do you have an idea when you will be rolling out the “suggested reply” feature for beta testing?

Userlevel 7

+13

DianeK
Sr. Community Champion
340 replies
11 months ago
1 June 2023

We presented this new feature to the Team during our morning meeting and everyone is excited to use it. It worked extremely well in our testing during the meeting.

We have also experienced a failure with long threads. This one has 31 sections and contains Snippets. We have tried to summarize it several times and always receive this error.

Userlevel 3

Fischbooks
Rising Star
15 replies
11 months ago
1 June 2023

Woohoo! Happy to be here. :)💃🏻

Userlevel 3

+3

amlbmo
Rising Star
43 replies
11 months ago
31 May 2023

@Liam Guinto FYI

We now have access and the summary actually highlighted a couple of points in a long client email that I otherwise may have missed or misread. Very cool.

S

Userlevel 2

Simon Hilton
Karbon Team
22 replies
11 months ago
29 May 2023

One piece of feedback I have received from the team is that it would be nice if the summary could be deleted after reading it.

@BrooksW can you help me understand this better - when and why would you want to remove a summary?

@Logan Baillie One situation would be if there is a running thread and you have generated multiple summaries at different points. That means in the middle part of the conversation there would be summaries that are no longer as relevant, and cluttering up the thread. Another situation would be if the summary is slightly wrong (didn’t summarize correctly) or if you find it generally unhelpful on that particular thread.

Thanks @BrooksW , We have the invalidation of summaries if previous items are deleted/edited in our next release. Thanks for your feedback :)

Userlevel 5

+6

BrooksW
Superstar
76 replies
11 months ago
26 May 2023

One piece of feedback I have received from the team is that it would be nice if the summary could be deleted after reading it.

@BrooksW can you help me understand this better - when and why would you want to remove a summary?

@Logan Baillie One situation would be if there is a running thread and you have generated multiple summaries at different points. That means in the middle part of the conversation there would be summaries that are no longer as relevant, and cluttering up the thread. Another situation would be if the summary is slightly wrong (didn’t summarize correctly) or if you find it generally unhelpful on that particular thread.

Hi Logan,

I am not currently able to see the ‘Summarize’ feature.

Hi @Tyler Wilcox CPA, can you please try refreshing Karbon, or, closing the browser entirely? If you still experience issues please let me know.

Hi @Logan Baillie , we are all good. All team members are seeing it. Thank you

Userlevel 5

Logan Baillie
Author
Karbon Team
111 replies
11 months ago
25 May 2023

One piece of feedback I have received from the team is that it would be nice if the summary could be deleted after reading it.

@BrooksW can you help me understand this better - when and why would you want to remove a summary?

Userlevel 5

Logan Baillie
Author
Karbon Team
111 replies
11 months ago
25 May 2023

Hi Logan,

I am not currently able to see the ‘Summarize’ feature.

Hi @Tyler Wilcox CPA, can you please try refreshing Karbon, or, closing the browser entirely? If you still experience issues please let me know.

Userlevel 5

Logan Baillie
Author
Karbon Team
111 replies
11 months ago
25 May 2023

Just tested it out. We absolutely love this. It seems pretty accurate especially when the dialogue is not accompanied with side notes.
Not sure its possible, but would be nice if it could ignore or not summarize confidentiality notices that some add as part of their email signature. In general, anything added to the signature of an email would be nice to leave out of the summary.

@Mike Knecht great feedback on the email signature. I’ll make sure the team is across this.
As for the confidential notice, could you send me an example - either here or via email just so I know for certain what you mean

Userlevel 5

Logan Baillie
Author
Karbon Team
111 replies
11 months ago
25 May 2023

Summarize is there! Error when it was a big thread, but working on others.

Hey @Mlibbey, thank you for the feedback! We have run into some issues when working with very long email threads but are working on it.

Userlevel 5

+6

BrooksW
Superstar
76 replies
11 months ago
24 May 2023

One piece of feedback I have received from the team is that it would be nice if the summary could be deleted after reading it.

We have access! Looking forward to using this.

B

Userlevel 1

Confirming our team has access. Looking forward for more features! :)

Userlevel 1

Confirming our team has access. Looking forward to testing this out!

Userlevel 1

+1

Ashliegh Evelyn
Rising Star
30 replies
11 months ago
23 May 2023

We can see this feature, we are also getting an error if the thread is too long and agree with Karla, we would love to be able to share the generated summary with other colleagues.

Userlevel 5

+6

BrooksW
Superstar
76 replies
11 months ago
23 May 2023

@Logan Baillie I confirm that I can see it on my end. We’ll start testing it out and let you know if we have any feedback!

M

Just tested it out. We absolutely love this. It seems pretty accurate especially when the dialogue is not accompanied with side notes.
Not sure its possible, but would be nice if it could ignore or not summarize confidentiality notices that some add as part of their email signature. In general, anything added to the signature of an email would be nice to leave out of the summary.