AI: Customize auto-generated conversation summaries
N
Nabilah Binti Salleh
Business Problem:
- When AI auto-generates a conversation summary upon closing, there is no way to configure how that summary is produced.
- The language of the summary defaults to English regardless of the language the conversation was conducted in, and there is no option to choose the type of summary output — for example, a bullet-point breakdown, a brief one-liner, or a structured recap with key fields like issue, resolution, and next steps.
- This limits the usefulness of AI-generated summaries for multilingual teams and businesses with different reporting or handoff needs.
Desired Outcome:
To be able to configure the language and format/type of auto-generated conversation summaries at the workspace level.
A
Alyaa See
Merged in a post:
Option to Customize the Closing Notes summarizer format/logic.
Jovy Cabuang
Please allow us to customize the logic and output format of the Closing Notes summarizer.
Today, we need to manually paste text and/or use AI Prompts to shape the summary into our preferred format. It would be very helpful if the built-in Summarize function could support a custom structure, such as:
- Issue
- Summary of conversation
- Action taken
- Outcome
- Next step
This would help our team keep closing notes consistent and save time.