TDX AI features "Revise with AI" and "AI Ticket Summaries"

TeamDynamix has introduced two new AI-powered features: "Revise with AI" and "AI Ticket Summaries." The "Revise with AI" tool enhances grammar, clarity, and conciseness within any rich text editor in TDNext or the Client Portal, accessible via a toolbar button. Users can revise full content or selected portions and preview changes before applying them. The "AI Ticket Summaries" feature provides quick, automated overviews of ticket details and recent activity through an expandable panel at the to

TDX Revise with AI

 

What It Does:

• This feature improves text for grammar, clarity, and conciseness in any rich text editor in TDNext or the Client Portal.

Where You’ll See It:

• Inside any rich text editor you use (such as when editing tickets, knowledge articles, etc.).

• A button labeled "Revise with AI" appears in the toolbar.

 

Example from a Ticket

 

 

Example from Knowledge Base

 

 

How to Use It:

• Click the "Revise with AI" button to revise the entire content of the text editor.

• You can also highlight specific text to revise only a portion of the content.

• A preview window lets you review and accept or modify the AI’s suggestions before applying them.

TDX AI Ticket Summaries

What It Does:

• Summarizes ticket details and recent activity to help you quickly understand what’s going on with a ticket.

Where You’ll See It:

• In TDNext, at the top of each ticket, there is a "View Ticket Summary" expandable panel (once enabled).

 

 

 

 

 

What’s Included in the Summary:

• Ticket Details Summary: Highlights key information from the Title, Description, and custom attributes.

• Recent Activity Summary: Shows a summary of the latest communication or updates on the ticket.

 

When It Works:

• Automatically generates summaries when you open or refresh a ticket, and expand the summary panel by clicking the down arrow

Security Overview (Applies to Both Features)

• Your data remains private. Neither the AI Revision feature nor the AI Ticket Summaries feature stores your data or uses it to train models.

• Secure handling. All AI-generated data is processed with the same security protocols as other TeamDynamix data.