Summary Overview

BuildBetter’s automated summary system helps you:

  • Aggregate signals and insights
  • Track key metrics and trends
  • Generate regular reports
  • Share findings with stakeholders

Summary Types

Signal Summaries

Aggregate signal patterns and trends

Activity Reports

Track user and system activities

Performance Metrics

Monitor system and usage metrics

Custom Reports

Build tailored summary views

Generation Process

1

Data Collection

Gather relevant data points

2

Analysis

Process and analyze information

3

Organization

Structure insights meaningfully

4

Presentation

Format for clear communication

Summary Components

Customization Options

Content Selection

  • Data sources
  • Metrics included
  • Time periods
  • Focus areas

Format Options

  • Layout templates
  • Visual elements
  • Detail level
  • Export formats

Complex summaries may require more processing time and resources.

Summary Templates

Pre-built Templates

Ready-to-use report formats

Custom Templates

Create your own layouts

Data Sources

Primary Sources

  • Signal data
  • Call recordings
  • Chat transcripts
  • User activities

Enrichment Sources

  • CRM data
  • External metrics
  • Historical trends
  • Benchmark data

Data quality directly impacts summary accuracy and usefulness.

Best Practices

Summary Design

  • Clear objectives
  • Relevant metrics
  • Actionable insights
  • Concise presentation

Data Quality

  • Source validation
  • Regular updates
  • Error checking
  • Consistency checks

Visualization Options

1

Chart Selection

Choose appropriate visualizations

2

Data Mapping

Map data to visual elements

3

Style Configuration

Set colors and formatting

4

Interactive Features

Add drill-down capabilities

Integration Features

Connected Systems

  • Business intelligence
  • Reporting platforms
  • Team collaboration
  • Knowledge bases

Data Export

  • PDF reports
  • Excel sheets
  • API access
  • Web dashboards

Use summary templates as starting points and customize for your needs.

Advanced Features

AI Analysis

  • Pattern recognition
  • Anomaly detection
  • Trend prediction
  • Smart filtering

Dynamic Content

  • Real-time updates
  • Interactive elements
  • Drill-down options
  • Custom views

Troubleshooting

Performance Optimization

Processing

  • Batch generation
  • Resource management
  • Cache utilization
  • Query optimization

Delivery

  • Compression
  • Caching
  • Scheduled delivery
  • Priority queuing

Regular monitoring and optimization ensure efficient summary generation.