Summary: Allow Contact Insights AI summaries to be included as a column in contact export reports.
What: Add the AI Summary from Contact Insights as an exportable field for contact reports, including reports filtered by tags or segments.
Why: Teams want to review key donor details and the AI-generated summary in one report without manually copying information from individual contact profiles.
Customer context: A customer wants to export donor names, emails, phone numbers, donation information, and Contact Insights AI summaries so their team can quickly understand each donor’s history.
Impact: The current workflow requires manually copying each AI summary, which takes a significant amount of time.