Account Summaries (AI)

An account summary is a short, AI-written overview of how an account's contacts and visitors interact with your website: who visited, which pages they looked at, and what that suggests about their interest. Use it to get up to speed on an account before you reach out.

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Generate a summary

1. Open Reports and go to the Top accounts table.

2. Click Generate Summary for an account.

3. The summary appears in the table once it is ready.

Click What is this? next to the button for a short explanation.

Summarise all accounts

To generate summaries for every account in the current table at once, use Summarize all. A confirmation shows how many accounts will be summarised and what it will cost. Depending on the size of the table, it can take a few minutes to generate all summaries.

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Credits

Each account summary uses 100 credits. See LeadBoxer Credits and LeadBoxer Pricing Explained.

Tips

• Summaries are based on the visits and contacts LeadBoxer has collected for the account, so they are most useful for accounts with several visits.

• Generate a new summary after an account has been active again to include the latest visits.