Summary
This article shows how to use AI Ticket Summary and Revise with AI. AI Ticket Summary creates a brief summary from the ticket title, description, and free‑text fields, while Revise with AI helps clean up text in any rich text field in Work Management and the Client Portal.
Body
Note: Features are scheduled to be released on May 16, 2026.
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AI Ticket Summaries generate two types of summaries on the ticket:
- Ticket Details: Gives a general summary based on the ticket's title, description, and any free text custom attributes.
- Recent Activity: Give a summary of the most recent Communication-type feed entries.
To view AI Ticket Summaries:
- In Work Management (TDNext), go to your ticket.
- At the top of the ticket, click in the View Ticket Summary panel.
- Summaries are generated whenever the 'View Ticket Summary' panel is expanded after opening or refreshing a ticket.
- Using AI ticket summaries leverages AI, which does not store your data or use your data for training new models. Your data is yours.
- The data used to generate AI ticket summaries is handled securely just like the rest of your TeamDynamix data.
- TeamDynamix confirmed that PII-protected data is secure and will not be captured, read, or displayed.
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Using Revise with AI
- Users can utilize Revise with AI to revise all of the text within a rich text editor by clicking the 'Revise with AI' button located in the toolbar. They will then be presented with a window to preview their revised text, which they can choose to accept or further refine.
- Users can also revise a portion of their text by highlighting the desired portion, then clicking the 'Revise with AI' button.
- Revise with AI uses AI to suggest improvements to the quality of text data.
- Using Revise with AI leverages AI, which does not store your data or use your data for training new models. Your data is yours.
- The data used to generate Revise with AI is handled securely just like the rest of your TeamDynamix data.
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