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AI Conversation Summary

Instantly generate an AI summary of any conversation — get quick context for handovers, team collaboration, and closing notes.

What Is AI Conversation Summary?

AI Conversation Summary generates a concise overview of any conversation with one click. The AI reads the last 50 messages and produces a short summary highlighting the main topic, key points, and current status. This is a Pro plan feature powered by GPT-4o-mini.

When to Use It

  • Agent handovers — quickly understand a conversation before taking over from a colleague or from the AI Agent
  • Reviewing long threads — get up to speed on conversations with many messages without scrolling through everything
  • Team collaboration — share context with teammates by summarizing the conversation status
  • Closing notes — use the summary as a starting point for your closing note

How to Generate a Summary

  1. Open a conversation in the inbox
  2. Click the "✨ AI Summary" button at the top of the conversation (below the header)
  3. Wait 2–5 seconds — the AI analyzes the conversation
  4. A teal banner appears with the summary text

Summary Features

FeatureDescription
One-click generationClick the button and the summary appears instantly
RegenerateClick the refresh icon to generate a new summary with the latest messages
DismissClick the X to close the summary banner
Auto-refreshSummary resets when you switch conversations

What the Summary Includes

The AI summary covers:

  • Main topic — what the customer is asking about
  • Key details — important information mentioned (order numbers, dates, product names)
  • Current status — what has been resolved and what's still open
  • Action items — any pending tasks or follow-ups

The summary is typically 2–4 sentences, providing enough context to understand the conversation without reading every message.

Plan & Usage

PlanAI Summary
Free / Starter❌ Not available
Pro (€109/mo)✅ Unlimited
Enterprise✅ Unlimited

Each summary generation counts as 1 AI message. On the Pro plan, AI messages are unlimited. The feature uses GPT-4o-mini with a low temperature (0.3) for consistent, reliable summaries.