Artificial Intelligence · 1 min read
Conversation AI Summary and Transcript
Conversation AI can save a summary and a full transcript of each chat. Your team can see what happened without reading every message.
Turn it on
- Go to AI Agents > Conversation AI and open the agent.
- Open the settings and find Summary and Transcript.
- Turn it on.
- Set the inactivity time, such as 15 minutes, after which the summary is created.
- Save.
Where to find them
- On the contact record, in notes or activity.
- In the conversation.
Use them in workflows
Trigger a workflow when a summary is created, for example to notify the contact owner or update a field.