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Conversation AI Summary and Transcript

Enable Conversation AI to automatically generate and save chat summaries or full transcripts after inactivity, helping you review, email, or store key conversation details efficiently.

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Written by Support Team
Updated over a month ago

In the Conversation AI Bot settings there is an option to generate a summary and/or transcript of the conversation.

Conversation Summary

  1. Navigate to AI Agents > Conversation AI and select an existing bot or create a new one.
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  2. On the Bot Goals tab, click the toggle for Enable Conversation Summary.

By default, no summary will be generated for the conversation. The toggle has to be switched on to generate a summary. Also, by default, the summary will not be saved anywhere. The summary needs to be sent somewhere and/or saved in a separate action to be retained.

Conversation Summary Settings

  • Set inactivity time - For example, 15 minutes with no messages from user or bot. This is an additional way to put this bot to sleep (on top of the Bot Settings > Max Messages, or Conversations > switch bot to inactive, Bot Goals > Stop Bot, etc).


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  • Minimum messages required to generate summary - If the conversation has fewer total messages than this minimum a summary will not be generated even when the inactivity time expires.
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  • Trigger a workflow - Select workflow from dropdown. This is required if you want to save the summary in the CRM and this workflow must be triggered from the Conversation AI.

    1. In Automation -> Workflows create a workflow without a trigger.
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    2. Add an action (ex: Add To Note).
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    3. Add merge fields like Conversation AI-> Summary and Conversation AI -> Transcript
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  • Receive email notification for conversation summary - Select none, one, or many recipients (all admins, all users, contact's assigned user, specific users, custom email).

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