Have you ever scrolled through long case notes trying to remember what was agreed, who said what, or whether there’s a follow-up task buried somewhere?
With Ask AI, you don’t have to.
This feature lets you ask natural questions about your case notes, and get instant, intelligent answers powered by AI.
💬 What Is Ask AI?
Ask AI is your built-in assistant for interpreting case notes. It reads through all previous interactions in the activity feed — and gives you quick, focused insights in response to your questions.
🔍 Example Questions You Can Ask
🛍️ “Identify any sales opportunities in the notes”
😊 “What is the customer sentiment based on the notes?”
✅ “Highlight any follow-up actions or tasks mentioned”
🧠 “List recent interactions and main discussion topics”
You can also write your own custom questions in plain English — the AI will understand the context.
🛠️ How To Use It
Go to any Case with notes or an active note field (available in all note-enabled areas).
Click the Ask AI button just above the notes editor.
Choose a predefined question or type your own.
Get your answer in seconds — directly in the notes area.
⚙️ Where It’s Available
Case Notes
Opportunity Notes
Customer Notes
Anywhere that allows notes and has the “Ask AI” setting enabled
✅ Why Use It?
Save time combing through case history
Spot key moments like follow-ups or missed actions
Summarise fast for escalations or handovers
Uncover sales cues hidden in service interactions
💡 Tips for Best Results
Be specific in your question (e.g. "List follow-up tasks after 15th May")
Use it before meetings or calls for a fast refresher
If a note is unclear, try rewording your question or breaking it down
🔐 Is My Data Safe?
Yes. The AI processes data securely within the Layer environment and never shares or stores sensitive information externally.