Karbon AI is an artificial intelligence tool that is powered by Azure OpenAI Service and embedded within Karbon. Karbon AI will initially focus on making accountants more efficient with their email, while improving the client experience they offer.

Using Karbon AI, you will be able to easily summarize long conversations involving emails, notes and internal discussions in a matter of seconds.

In Triage, users will see a "Summarize" button at the end of an email or note conversation. Clicking this button will send all the emails to the Azure OpenAI service, which will then generate a bullet-pointed summary of the conversation. This summary will be added to the end of the conversation, increasing efficiency for those who have access to the conversation.

You can also mark messages using the thumbs up/down buttons underneath the summary, which will help train Karbon AI in providing better-quality responses.

Save time in your communications with your clients, without sacrificing quality. Using simple prompts with Karbon AI, you can quickly draft emails, and rewrite emails to ensure the tone is always as intended.

Having compiled a draft email, you have the ability to change the tone of the email. This rewrites the email with options of "Neutral", "Conversational" or "Direct" tones, to get your message across more appropriately.

You also have the ability to add Email Tasks directly into your templates or work items. This will allow you to regularly compose a draft email based on a certain prompt, to be sent from your email when at a particular point in your work. Importantly, you have complete control with the ability to review and make adjustments to the draft prior to sending.

Karbon AI will generate a summary of the last 10 emails and notes in the Timeline tab of your People and Organization contact.

Karbon AI includes Smart Suggestions, a feature designed to streamline email assignments. This functionality automatically displays the most relevant and active work items or contacts when adding emails to work or contact timelines, helping users assign emails quickly and efficiently. By leveraging past work items, it also suggests relevant colleagues for accurate assignments.

If you are interested in joining this beta you can request access here.

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Karbon AI includes Quick Replies for emails, a feature that simplifies managing a high volume of messages. It provides three short response options tailored to common email scenarios, such as confirming a meeting or acknowledging receipt. These pre-set responses are fully editable, allowing you to customize them as needed. Quick Replies help you respond swiftly and efficiently, saving time while maintaining productivity.

Interested in participating in this closed beta? Request access here.

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Artificial intelligence is most useful when it is integrated into the tools that you already work in. Not only because that means less switching back and forth between apps, but when artificial intelligence is in the context of your workflow it can be prompted by your existing data, while that data remains secure.

As your accounting firm’s practice management solution, Karbon is home to more context than any other tool. It’s where your client management, communication, collaboration, work, and planning take place.

Karbon AI's capabilities will continue to expand across your collaborative workflow, increasing the possibilities of what you can do with your data.

Security was a key consideration at every stage of the development of Karbon AI. The Azure OpenAI Service, which powers Karbon AI, provides critical enterprise security, compliance, and regional availability. Your data is always secure and stays within Karbon, alongside all your other data.
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Karbon AI is turned on by default in your account. Admin users are able to turn off Karbon AI for all users under Settings > Karbon AI, and unchecking Enable Karbon AI (Beta).

How can I get access to Karbon AI?

How secure is Karbon AI?