Skip to main content

How Can I Use the Loopio Extension (new) to Summarize Responses From the Loopio Library?

Updated
 

Setup Required: Learn more: How Can I Set Up the Loopio Extension (new) with SmartFill?

 

Not a Loopio customer yet? Check out our Sales Knowledge page to learn more about Loopio.

The Loopio Extension (new) enables Sales users with easy access to trusted Loopio content throughout the sales cycle, right where they’re working. Access & deploy vetted Loopio content in response to any prospect question, in slide presentations, portals, emails, and more!

What Information Can I See About a Loopio Library Entry?

 

Permissions Required: Library Level 1 (Read Only) permissions or higher are required to view Library Entries using the Loopio Extension (new).

When using the Loopio Extension (new), you will see each search result as an Entry card that includes a preview of the Question & Answer from the Library Entry, its location within the Library (Stack > Category > Subcategory), along with the following:

  1. The number of times the Entry has been used
  2. An Alert icon if the Entry contains Alert Text
  3. A Copy link
  4. A View more link
  5. An icon indicating if the Entry contains images, tables, or other attachments

How Can I Use The Entry?

 

Permissions Required: Library Level 1 (Read Only) permissions or higher are required to view, copy, or summarize Library Entries using the Loopio Extension (new).

Once you've found a relevant Library Entry, you can use it in one of three ways:

Copy the Full Entry

To copy the full Entry:

  1. Click the Copy icon at the top right corner of the Entry card
    Entry card with Copy icon indicated.png

  2. Paste the content in any location that accepts text input

     

    Tip: If you want to download and use any attachments associated with the Entry:

    1. Click the Entry card in the Chrome Extension to view the full Answer
    2. At the bottom of the Answer, click any attachment name(s) to download the attachment(s)
      Screenshot of Attachment Name.png

Summarize the Entry

To summarize the Entry:

  1. Click the View more link at the bottom left corner of the Entry card
    Entry card with a View More link indicated.png

  2. Click Summarize and an Answer Summary will be generated

     

    Tip: Use the Summary Length dropdown to switch between a Short, Medium, or Long Answer.

  3. Click Copy Summary to copy the summarized response
  4. Paste the content in any location that accepts text input

View the Answer in Loopio

In some cases, you may want to view the Entry with the relevant Answer in your Loopio Library. To do so:

  1. Click the View more link at the bottom left corner of the Entry card
    Entry card with a View More link indicated.png
  2. Click the View Library Entry in a New Tab icon at the top right corner
    View Library Entry in a New Tab.png
 
 

Related to

Related articles