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How to configure Summary Widget
How to configure Summary Widget

Define the Key data points you and your team would like to see on the Summary widget on top of your Inbox and Other Apps

Mano avatar
Written by Mano
Updated over a year ago

Configure your Summary Widget

  1. Login to https://app.appeq.ai/

  2. Go to the Widget Section

  3. Click on the Next Button

  4. Add Items to your summary Widget

    1. Choose from your Business Objects coming from Integrated Apps

    2. For instance, Tickets from Zendesk have Functions to summarize at the Customer Account level

    3. For instance, Customer Invoices from a Google Sheet have Functions to summarize at the Customer Account level

    4. You can set the Label for Items

    5. save your changes

Once the Summary Widget is configured, you will start seeing the summary in the following Apps, basis your configuration.

Summary Widget in your Existing Apps

  1. You can fetch the Summary on click on the Logo in the Feeds view

    1. On-click on the Customer Account Logo

    2. The summary Widget Pops up

  2. You can fetch the Customer Summary on top of your Inbox

    1. On-hover over the Health Icon with the Customer email

    2. The summary Widget Pops up

  3. You can fetch the Summary on top of your Apps like SFDC

    1. On-click on the Health Icon on your Customer Account Page on SFDCemail

    2. The summary Widget Pops up

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