VoyjHelp Centre

AI Summary

Updated 8 September 2026

AI Summary tab on a contact record showing a generated summary and activity points.
AI Summary tab on a contact record showing a generated summary and activity points.

What you see on this tab

A generated summary at the top, broken into a short narrative and a list of activity points. The summary is cached and refreshed on a schedule; coaches can regenerate it on demand.

Regenerate the summary

  1. Click Regenerate in the top-right.
  2. Voyj queues a new summary job. It usually takes a few seconds; the page refreshes when ready.

Pin a summary version

  1. Click the pin icon next to a summary in the history list (if your admin has enabled version history).
  2. The pinned version becomes the default summary until you unpin it.

What data is used

Sessions
Recent completed sessions on any of the contact's cases. Used to identify themes and progress.
Notes
Case and session notes. The summary honours the client-visible flag — private notes are not exposed.
Communications
Recent emails, calls and texts. Used to identify engagement level and tone.
Goals
Current and completed goals. Used to surface what's been achieved and what's outstanding.