Overview

The Summary Generation feature uses AI to automatically create concise summaries of your conversations. This saves you time from manually summarizing interactions and ensures that important points are captured for future reference.

Benefits

• Save Time: Eliminates the need for manual note-taking.

• Stay Organized: Easily track follow-ups and ensure that everyone on your team is aligned.

• Improve Efficiency: Quickly understand the essence of conversations without reading full transcripts.

How to Use Summary Generation

Enabling Summary Generation

1. Log in to Your ChatDash Account and navigate to your Agency Dashboard.

2. Go to the Agent Settings page.

3. Click on the AI Analysis tab.

4. Toggle on Summary under the Summary Generation section.

   

5. (Optional) Enter custom instructions to guide the AI on how to generate summaries.

6. Click Save to apply the changes.

Viewing Summaries

1. Navigate to the Conversations tab within your client’s dashboard.

2. Select a conversation to view its details.

3. The generated summary will be displayed in a designated Summary section at the right sidebar of the conversation.

Customizing Summaries

• Use the custom instructions field to specify the format or focus areas for your summaries.

• Example instructions:

  • “Highlight any customer complaints or issues.”

  • “Summarize the conversation in bullet points.”