# Source: https://docs.asapp.com/ai-productivity/ai-summary/example-use-cases.md

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.asapp.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Example Use Cases

> See examples of how AI Summary can be used

AI Summary can be applied to various industries and use cases. This section provides examples of how AI Summary can be implemented to solve specific business challenges.

Each use case includes a brief overview, key components, and a high-level architecture diagram.

## Regulatory Compliance Monitoring

AI Summary automatically flags customer conversations that trigger regulatory compliance requirements, such as Regulation Z (Truth in Lending Act) and Regulation E (Electronic Funds Transfer Act) in the financial services industry.

| Industry           | Category   | AI Summary Features                                                         |
| :----------------- | :--------- | :-------------------------------------------------------------------------- |
| Financial Services | Compliance | <ul><li>Structured Data extraction </li><li>Intent identification</li></ul> |

### Implementation

1. Configure Structured Data extraction to identify key compliance-related information (e.g., loan terms, electronic fund transfer details).
2. Set up Intent identification to categorize conversations related to the compliance information.
3. Integrate with existing call center software for real-time or batch processing.
4. Connect outputs to risk management systems for review and reporting.

### Architecture

<Frame>
  <img src="https://mintcdn.com/asapp/oWc-pd36yCvpD40u/images/autosummary/reg-compliance.png?fit=max&auto=format&n=oWc-pd36yCvpD40u&q=85&s=f4af81365c938441ff0bf15d0dd48d8d" data-og-width="1031" width="1031" data-og-height="966" height="966" data-path="images/autosummary/reg-compliance.png" data-optimize="true" data-opv="3" srcset="https://mintcdn.com/asapp/oWc-pd36yCvpD40u/images/autosummary/reg-compliance.png?w=280&fit=max&auto=format&n=oWc-pd36yCvpD40u&q=85&s=8a3862986701f07dd7e5462530bb37ec 280w, https://mintcdn.com/asapp/oWc-pd36yCvpD40u/images/autosummary/reg-compliance.png?w=560&fit=max&auto=format&n=oWc-pd36yCvpD40u&q=85&s=a74c36a1554dc787898f285926d230dc 560w, https://mintcdn.com/asapp/oWc-pd36yCvpD40u/images/autosummary/reg-compliance.png?w=840&fit=max&auto=format&n=oWc-pd36yCvpD40u&q=85&s=957c0d5b27538584de1cafe87881ee2a 840w, https://mintcdn.com/asapp/oWc-pd36yCvpD40u/images/autosummary/reg-compliance.png?w=1100&fit=max&auto=format&n=oWc-pd36yCvpD40u&q=85&s=d511511f2152e66d2b9366473d8dc52f 1100w, https://mintcdn.com/asapp/oWc-pd36yCvpD40u/images/autosummary/reg-compliance.png?w=1650&fit=max&auto=format&n=oWc-pd36yCvpD40u&q=85&s=64a3d04026b12fc8fd915854a6665775 1650w, https://mintcdn.com/asapp/oWc-pd36yCvpD40u/images/autosummary/reg-compliance.png?w=2500&fit=max&auto=format&n=oWc-pd36yCvpD40u&q=85&s=7114d2d228f61e149b1caf01c8d1ca59 2500w" />
</Frame>

## Real-time Product Quality Monitoring (Retail, Telecommunications)

AI Summary generates free-text summaries of customer complaints about product quality, allowing for real-time identification of defects and issues. This includes data such as specific products, complaints, or issue types.

| Industry                  | Category          | AI Summary Features |
| :------------------------ | :---------------- | :------------------ |
| Retail Telecommunications | Quality Assurance | Entity Extraction   |

### Implementation

1. Configure Entity Extraction to identify product names and specific defect or issue descriptions.
2. Integrate with call center software for real-time processing.
3. Connect outputs to business intelligence systems for analysis and reporting.

### Architecture

<Frame>
  <img src="https://mintcdn.com/asapp/oWc-pd36yCvpD40u/images/autosummary/product-quality.png?fit=max&auto=format&n=oWc-pd36yCvpD40u&q=85&s=1f891be91a6c814db58bf8610c99dbb6" data-og-width="1025" width="1025" data-og-height="869" height="869" data-path="images/autosummary/product-quality.png" data-optimize="true" data-opv="3" srcset="https://mintcdn.com/asapp/oWc-pd36yCvpD40u/images/autosummary/product-quality.png?w=280&fit=max&auto=format&n=oWc-pd36yCvpD40u&q=85&s=dc588f10cd03518370a004caa421d2a6 280w, https://mintcdn.com/asapp/oWc-pd36yCvpD40u/images/autosummary/product-quality.png?w=560&fit=max&auto=format&n=oWc-pd36yCvpD40u&q=85&s=71594ab865576231d92e16d412519572 560w, https://mintcdn.com/asapp/oWc-pd36yCvpD40u/images/autosummary/product-quality.png?w=840&fit=max&auto=format&n=oWc-pd36yCvpD40u&q=85&s=ad8886bed8b6cfd431e3311fda99fe87 840w, https://mintcdn.com/asapp/oWc-pd36yCvpD40u/images/autosummary/product-quality.png?w=1100&fit=max&auto=format&n=oWc-pd36yCvpD40u&q=85&s=9ca544331cead2c9fc7bd6d92b1c938f 1100w, https://mintcdn.com/asapp/oWc-pd36yCvpD40u/images/autosummary/product-quality.png?w=1650&fit=max&auto=format&n=oWc-pd36yCvpD40u&q=85&s=30a5b5da811e632113366ced0938cc0f 1650w, https://mintcdn.com/asapp/oWc-pd36yCvpD40u/images/autosummary/product-quality.png?w=2500&fit=max&auto=format&n=oWc-pd36yCvpD40u&q=85&s=0984f82df6472a4770778339a1ac1030 2500w" />
</Frame>

## Automated Call Wrap-up (Multiple Industries)

AI Summary can automate the process of summarizing customer interactions, eliminating the need for manual note-taking by agents and providing consistent, high-quality call summaries.

You can directly insert the summary and specific data elements into your contact center or CRM tool to remove manual steps.

| Industry                                                                                                       | Category                                                            | AI Summary Features                                                                                                   |
| :------------------------------------------------------------------------------------------------------------- | :------------------------------------------------------------------ | :-------------------------------------------------------------------------------------------------------------------- |
| <ul><li>Retail </li><li>Telco </li><li>Insurance Travel </li><li>Financial Services </li><li>\*Any\*</li></ul> | <ul><li>Call Center Operations </li><li>Quality Assurance</li></ul> | <ul><li>Free Text Summary generation</li><li>Targeted Structured Data (Questions)</li><li>Entity Extraction</li></ul> |

### Implementation

1. Set up Free Text Summary to generate comprehensive call summaries.
2. Configure Targeted Structured Data to answer key questions (e.g., "Was the customer's issue resolved?", "Were any follow-up actions required?").
3. Set up API connections to populate summaries into CRM or agent desktop applications.
4. Implement quality assurance processes to validate summary accuracy.

### Architecture

<Frame>
  <img src="https://mintcdn.com/asapp/oWc-pd36yCvpD40u/images/autosummary/call-wrap-up.png?fit=max&auto=format&n=oWc-pd36yCvpD40u&q=85&s=af20660ef7f517837f7fb53851344874" data-og-width="1064" width="1064" data-og-height="775" height="775" data-path="images/autosummary/call-wrap-up.png" data-optimize="true" data-opv="3" srcset="https://mintcdn.com/asapp/oWc-pd36yCvpD40u/images/autosummary/call-wrap-up.png?w=280&fit=max&auto=format&n=oWc-pd36yCvpD40u&q=85&s=dd83d852fe657c59ddddce918cc4cc80 280w, https://mintcdn.com/asapp/oWc-pd36yCvpD40u/images/autosummary/call-wrap-up.png?w=560&fit=max&auto=format&n=oWc-pd36yCvpD40u&q=85&s=6bf9a43ad744b017e396c1f2660da448 560w, https://mintcdn.com/asapp/oWc-pd36yCvpD40u/images/autosummary/call-wrap-up.png?w=840&fit=max&auto=format&n=oWc-pd36yCvpD40u&q=85&s=374f978a4d9113327c0da382231be260 840w, https://mintcdn.com/asapp/oWc-pd36yCvpD40u/images/autosummary/call-wrap-up.png?w=1100&fit=max&auto=format&n=oWc-pd36yCvpD40u&q=85&s=1fedcadda93455de381f4c9ffadcd84d 1100w, https://mintcdn.com/asapp/oWc-pd36yCvpD40u/images/autosummary/call-wrap-up.png?w=1650&fit=max&auto=format&n=oWc-pd36yCvpD40u&q=85&s=d732ce109a03637081a7d11726c9e04b 1650w, https://mintcdn.com/asapp/oWc-pd36yCvpD40u/images/autosummary/call-wrap-up.png?w=2500&fit=max&auto=format&n=oWc-pd36yCvpD40u&q=85&s=9dd955b73f8a5eaee1ce208693b8d325 2500w" />
</Frame>

## Trade Confirmations (Financial Services)

AI Summary ensures compliance with financial regulations like FINRA by automatically verifying if agents have confirmed trade details with customers before entering orders into the system. You can use Structured Data to extract the price, type of order, the security being bought or sold, etc.

| Industry           | Category   | AI Summary Features |
| :----------------- | :--------- | :------------------ |
| Financial Services | Compliance | Entity Extraction   |

### Implementation

1. Configure Structured Data extraction to identify order type, security name/symbol, quantity, and price.
2. Set up Entity Extraction to capture customer account numbers and trade confirmation phrases.
3. Integrate with trading platforms for real-time verification.
4. Implement an alerting system for non-compliant trade confirmations.

### Architecture

<Frame>
  <img src="https://mintcdn.com/asapp/oWc-pd36yCvpD40u/images/autosummary/trade-confirmations.png?fit=max&auto=format&n=oWc-pd36yCvpD40u&q=85&s=de2920b3a05811f4a93bb418aea677be" data-og-width="1077" width="1077" data-og-height="753" height="753" data-path="images/autosummary/trade-confirmations.png" data-optimize="true" data-opv="3" srcset="https://mintcdn.com/asapp/oWc-pd36yCvpD40u/images/autosummary/trade-confirmations.png?w=280&fit=max&auto=format&n=oWc-pd36yCvpD40u&q=85&s=a1ddcef6201a285c972b860f63dcca55 280w, https://mintcdn.com/asapp/oWc-pd36yCvpD40u/images/autosummary/trade-confirmations.png?w=560&fit=max&auto=format&n=oWc-pd36yCvpD40u&q=85&s=aef524903250470156734c7fd41a57f4 560w, https://mintcdn.com/asapp/oWc-pd36yCvpD40u/images/autosummary/trade-confirmations.png?w=840&fit=max&auto=format&n=oWc-pd36yCvpD40u&q=85&s=63b2feb07c5ec597091339a462133fd0 840w, https://mintcdn.com/asapp/oWc-pd36yCvpD40u/images/autosummary/trade-confirmations.png?w=1100&fit=max&auto=format&n=oWc-pd36yCvpD40u&q=85&s=7afe0bc9fd7a0ec2a2098a61d02c3fa3 1100w, https://mintcdn.com/asapp/oWc-pd36yCvpD40u/images/autosummary/trade-confirmations.png?w=1650&fit=max&auto=format&n=oWc-pd36yCvpD40u&q=85&s=f6ceac069bbe3f2f4b8e05494434973d 1650w, https://mintcdn.com/asapp/oWc-pd36yCvpD40u/images/autosummary/trade-confirmations.png?w=2500&fit=max&auto=format&n=oWc-pd36yCvpD40u&q=85&s=9e4db94e326dcc03c8a6c326eeeaffc6 2500w" />
</Frame>