- Knowledge Base : CounselMore Support
- CLIENT MANAGEMENT
- Clients - Assignments tab
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ACCOUNT SET UP
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SALES & DEMONSTRATIONS
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MEMBERS. ONLY
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Sales Lead Tools
Assignment AI
Use your AI assistant to help you when you're in a time crunch
In the example below we are coming back to meeting notes taken earlier in the day. We go in to clean them up before making them visible to a client.
Head to any Student Record > Assignments Tab > Edit > AI Assistant
You'll see 3 options:
- De-Bullet: Take bullet points and turn them into paragraphs
- Expand: You may take quick, brief notes during your meeting. Use this to elaborate on your points.
- Condense: Opposite of expand. Use this to summarize the entire note for the parent.
Have any feedback? We'd love to hear from you in our Collaboration Lab!