[{"data":1,"prerenderedAt":74},["ShallowReactive",2],{"update-updates_en-2026-10-04-contexto-del-cliente-en-el-inbox":3},{"id":4,"title":5,"body":6,"date":49,"description":50,"extension":51,"meta":52,"navigation":53,"panel_path":54,"panel_roles":55,"panel_steps":59,"panel_summary":63,"panel_title":64,"panel_where":65,"path":66,"rawbody":67,"release":68,"seo":69,"stem":70,"tags":71,"__hash__":73},"updates_en\u002Fnovedades\u002F2026-10-04-contexto-del-cliente-en-el-inbox.md","Every conversation with the customer’s full context",{"type":7,"value":8,"toc":43},"minimark",[9,14],[10,11,13],"h2",{"id":12},"what-you-get","What you get",[15,16,17,25,31,37],"ul",{},[18,19,20,24],"li",{},[21,22,23],"strong",{},"Context without searching:"," the customer’s history, notes and tasks next to every chat.",[18,26,27,30],{},[21,28,29],{},"Caught up in seconds:"," an AI summary of what the customer wants and what’s left to solve.",[18,32,33,36],{},[21,34,35],{},"Nothing gets lost:"," tasks born in a chat stay tied to that conversation.",[18,38,39,42],{},[21,40,41],{},"A tidy inbox:"," keep what’s pending apart from what’s resolved.",{"title":44,"searchDepth":45,"depth":46,"links":47},"",2,3,[48],{"id":12,"depth":45,"text":13},"2026-10-04","The customer’s visits, notes and tasks right next to the chat, plus an AI summary of what they’re asking for and what still needs an answer.","md",{},true,"\u002Finbox",[56,57,58],"owner","manager","staff",[60,61,62],"Open the Inbox and pick a conversation.","In the customer context, tap “Summarize” to see the summary.","Use “New task” to create a task linked to that conversation.","Next to each conversation you see the customer’s visits, notes and tasks, and “Summarize” builds a short summary of what was asked, answered and still pending. Tasks created from a chat stay linked to it, and you can filter conversations by status.","Customer context and AI summary in the Inbox","Inbox → a conversation","\u002Fnovedades\u002F2026-10-04-contexto-del-cliente-en-el-inbox","---\ndate: \"2026-10-04\"\ntitle: \"Every conversation with the customer’s full context\"\ndescription: \"The customer’s visits, notes and tasks right next to the chat, plus an AI summary of what they’re asking for and what still needs an answer.\"\ntags: [new]\npanel_title: \"Customer context and AI summary in the Inbox\"\npanel_summary: \"Next to each conversation you see the customer’s visits, notes and tasks, and “Summarize” builds a short summary of what was asked, answered and still pending. Tasks created from a chat stay linked to it, and you can filter conversations by status.\"\npanel_where: \"Inbox → a conversation\"\npanel_path: \"\u002Finbox\"\npanel_roles: [owner, manager, staff]\npanel_steps:\n  - \"Open the Inbox and pick a conversation.\"\n  - \"In the customer context, tap “Summarize” to see the summary.\"\n  - \"Use “New task” to create a task linked to that conversation.\"\n---\n\n## What you get\n\n- **Context without searching:** the customer’s history, notes and tasks next to every chat.\n- **Caught up in seconds:** an AI summary of what the customer wants and what’s left to solve.\n- **Nothing gets lost:** tasks born in a chat stay tied to that conversation.\n- **A tidy inbox:** keep what’s pending apart from what’s resolved.\n",null,{"title":5,"description":50},"novedades\u002F2026-10-04-contexto-del-cliente-en-el-inbox",[72],"new","2o-y_YVg8PcW2F1iOOggwcmFdV_9lzMJ0Gqt8aizljs",1791496714291]