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Welcome to Karbon's AI Beta

1 year ago
5 May 2023
68 replies
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Userlevel 5

Logan Baillie
Karbon Team
111 replies

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

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Userlevel 1

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

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.

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 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.

Userlevel 3

Fischbooks
Rising Star
15 replies
11 months ago
1 June 2023

Woohoo! Happy to be here. :)💃🏻

Userlevel 3

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

Userlevel 2

One in issue we are running into is: if I click “✨ Summarize” after a colleague leaves a comment and then later that colleague comments again, their name/profile picture aren’t displayed so it looks like an “anonymous” comment without an author. See below:

Userlevel 2

@Logan Baillie not seeing the Summarize feature yet

@Chris Keody Have you already attempted to log out and log back in? That’s what I needed to do to see the feature.

Userlevel 1

I noticed that the Summarize box on a thread this morning showed “Outdated” after I sent an additional email in the thread - I think clicked Summarize again and was disappointed that the ‘updated’ summary contained less useful information and just less information in general than the original ‘outdated’ summary. FYI.

Userlevel 3

leeseinmt
Rising Star
45 replies
11 months ago
15 June 2023

Similar to @Dana Maxwell

When I initially replied to the email thread, then ran a summarize, the Summary didn’t include my reply for several minutes. I wasn’t able to re-run a Summarize function. Then ~10min later, i came back and saw this “oudated” message and the ability to run Summarize.

Concerned someone could run Summarize and not have 100% of the activity in the Summary?

Userlevel 5

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

@Whitney Saunders is this happening every time or just in this one instance?

Userlevel 2

Wendy Barnabo
Rising Star
7 replies
10 months ago
7 July 2023

Really appreciate being added and we think the Summarize feature is great! One thing I noticed is that I don’t think it includes the internal comments - There are some threads where this would be a nice addition. Thanks!

Doesn’t look like I have the “summarize” option! I logged out and logged back in, too.

Userlevel 5

Logan Baillie
Author
Karbon Team
111 replies
1 year ago
8 May 2023

@Bovard CPA your teammate Barb should also have this enabled. Can they please close Karbon and re-launch to see if that resolves the issue.

Also, this is great feedback so far. If you could grab a few screenshots and share them with me, that would be greatly appreciated.

Mlibbey
Beginner
7 replies
11 months ago
23 May 2023

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

Hi Logan,

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

Userlevel 5

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!

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

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

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 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 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.