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AI Reply Suggestions and Conversation Summaries

Draft a WhatsApp reply with one click and summarise a conversation in three sentences. Every suggestion lands in the composer for an agent to edit, never sent automatically.

By Chirag Darji · Updated 26 Aug 2026 · 11 min read

Plans: AI reply suggestions and conversation summaries require the Growth plan or above (organisations that had an AI provider key configured before the plan gate shipped keep the feature on any plan). The shared inbox itself ships on every plan.

On this page
  1. What you get
  2. How it works
  3. What exactly gets sent to the AI model?
  4. How is this different from the AI chatbot?
  5. What providers can generate a suggestion or summary?
  6. Can I turn AI reply suggestions off?
  7. Why does the suggestion sometimes miss context?
  8. Does an AI-drafted reply still follow WhatsApp's messaging rules?
  9. With VGraple CRM vs typing every reply from scratch
  10. Who uses it
  11. What Meta allows
  12. Plans and limits
  13. Recent improvements
A conversation open in the VGraple CRM inbox with stage, priority, assign, summary, snooze and resolve controls in the header

In short

  • A Sparkles button next to the message composer drafts a reply from the last 20 messages and drops it into the text box, editable before send
  • A Summary button condenses a conversation into 2-3 sentences, shown in the conversation's Info tab
  • Nothing is sent automatically; every suggestion needs an agent to review and press Send
  • Runs on whichever provider your organisation has configured: a free hosted model by default, or your own OpenAI or Anthropic key

AI reply suggestions in VGraple CRM draft a WhatsApp, Instagram or Messenger reply from a conversation's recent messages and place it directly in the composer for an agent to edit and send, and a separate one-click summary condenses a long thread into two or three sentences. Neither feature sends anything on its own; what changes for a support team is speed on the routine replies (a hours-of-operation question, a "where is my order" check) without losing the human decision on what actually goes out.

What you get

  • A Sparkles button in the message composer that drafts a reply from the conversation's last 20 messages
  • The draft lands as editable text in the composer, never sent automatically
  • A Summary button that condenses the last 30 messages into 2-3 sentences, shown in the conversation's Info tab
  • Works on every channel in the shared inbox: WhatsApp, Instagram DM, Messenger, and web chat
  • Runs on a free hosted model by default, or your organisation's own OpenAI or Anthropic key if configured
  • Only that one conversation's own messages are sent to the model, nothing else in your organisation's data

How it works

  1. Open a conversation in the shared inbox. Any open thread on WhatsApp, Instagram, Messenger or web chat works the same way; the feature reads that conversation's own message history only.

AI and flows settings in VGraple CRM with provider keys and the Cron secret

  1. Click the Sparkles icon next to the composer. Its tooltip reads "AI reply suggestion." The button calls the last 20 messages in the thread and asks the model for a concise, professional reply in plain text, capped at 150 words.

  2. Review and edit the draft. The suggestion appears directly in the text box, not in a separate preview pane, so you edit it exactly like you would edit anything you typed yourself, add a detail, soften a line, or delete it and start over.

  3. Send, or click Sparkles again for another draft. Nothing reaches the customer until you press Send. Clicking the Sparkles button a second time re-runs the suggestion and replaces the current draft.

  4. Click Summary for a quick recap. The button, labelled "Summarize conversation with AI," reads the last 30 messages and writes a 2-3 sentence summary, shown in the conversation's Info tab, useful when an agent picks up a thread they were not part of or a supervisor is scanning a queue.

  5. Configure a provider if you see an error. If no AI key is set for your organisation, both buttons return an error pointing to Settings > Automation & AI, where Groq's hosted option is free to turn on.

What exactly gets sent to the AI model?

Only the conversation you are looking at, and only a bounded slice of it: the last 20 messages for a reply suggestion, the last 30 for a summary, in chronological order, each tagged as either the customer's or the agent's side. No other conversation, no contact record fields, no data from a different organisation ever reaches the request. The query that loads those messages is scoped by conversation id and organisation id together, the same tenant isolation every other query in the platform uses.

Chat widget setup in VGraple CRM: appearance, welcome message, position and AI settings

The system prompt behind a reply suggestion is fixed and narrow: "You are helping a customer service agent draft a WhatsApp reply. Suggest a concise, professional response in plain text. Max 150 words." It does not have access to your knowledge base, your product catalogue, or any instruction you have written elsewhere in the platform; that grounding belongs to the separate AI chatbot feature.

Example

A clinic's front-desk agent opens a conversation where a patient asked about weekend appointment availability three messages ago. Clicking Sparkles drafts a short, on-topic reply referencing that question; the agent adds the actual Saturday slot before sending.

How is this different from the AI chatbot?

AI reply suggestions assist a human who is already in the conversation; the AI chatbot replaces the human for conversations that match a trigger. They share the same underlying model providers but nothing else about how they run.

AI reply suggestionsAI chatbot
Who sends the messageAn agent, after reviewing and editingThe bot, directly to the customer
Where it runsA button in the inbox composer, any conversationA node in the flow builder, or the chat widget
GroundingThe conversation's own recent messages onlyYour knowledge base (files, URLs, FAQs) via embeddings
TriggerAn agent clicks Sparkles or SummaryA keyword, a new conversation, or another flow trigger
Takes over the threadNo, an agent is already thereYes, until a human replies and it pauses automatically
PlanGrowth and aboveGrowth and above (the flow builder itself is on every plan)

What providers can generate a suggestion or summary?

Your organisation's Settings > Automation & AI page lets you connect an OpenAI key, an Anthropic key, or use the built-in hosted model on Groq, which is free and requires no setup. Whichever provider is set as the default, or the first one with a working key if none is set as default, handles both reply suggestions and summaries; the same fallback logic that powers the AI chatbot's model selection applies here.

A reply suggestion from the Anthropic provider uses claude-haiku-4-5; from OpenAI, gpt-4o-mini; from Groq, the platform's hosted chat model. All three are capped at short, focused outputs (150 words for a suggestion, 2-3 sentences for a summary), not long-form generation.

The selection order is: your chosen default provider first, if it has a working key; otherwise Anthropic, then OpenAI, then Groq, in that order, whichever has a key configured. This means an organisation never needs to pick a provider explicitly to get the feature working, connect one key and both buttons start functioning immediately, and switching providers later (say, moving from a trial OpenAI key to the free Groq option) needs no code change or migration, just an update on the Automation & AI settings page.

Can I turn AI reply suggestions off?

There is no separate on/off switch specifically for reply suggestions; the buttons are simply unavailable to any organisation without a configured AI provider key or without the Growth plan or above, since both are prerequisites checked before either feature can run. An organisation that qualifies for the feature but wants to discourage its use can rely on the fact that nothing sends automatically: an agent who never clicks Sparkles or Summary never triggers a model call, and no reply is affected without that click.

Why does the suggestion sometimes miss context?

The model only sees the last 20 messages of that one conversation; it has no memory of a customer's history from a previous, separate conversation, no visibility into their contact record fields (tags, custom fields, order history), and no access to your knowledge base. A suggestion is strongest on a conversation that is self-contained (a question asked and not yet answered) and weakest when the right answer depends on information that lives outside the thread, in which case the draft is a starting point to edit, not a final answer.

Example

A real-estate agency's agent gets a suggestion that correctly reflects a buyer's stated budget from three messages back, but has no way to know the listing went off-market an hour ago; the agent corrects that line before sending.

Does an AI-drafted reply still follow WhatsApp's messaging rules?

Yes, exactly the same as anything an agent types by hand. A suggestion is plain free-form text once it lands in the composer, so Meta's 24-hour customer service window still applies: it can be sent as long as the conversation is inside that window, and it cannot be sent outside it, the same "Send Template Instead" restriction that free-form composing has always had.

Meta policy

Meta's 24-hour customer service window rule applies to every free-form business reply regardless of how the text was produced. An AI-drafted suggestion has no special exemption; if the window has closed, the send fails the same way a manually typed reply would, and an approved template is required instead.

With VGraple CRM vs typing every reply from scratch

Typing from scratchAI reply suggestions
First draftAgent reads the thread and composesOne click drafts from the last 20 messages
Consistency across agentsVaries by individual writing styleA consistent, concise starting tone every time
Speed on routine questionsA minute or more per replySeconds to a usable draft
Control over what is sentFull, alwaysFull, always, the draft is editable text, nothing auto-sends
Summarising a long handoffScroll and re-read the whole threadSummary button gives a 2-3 sentence recap
Setup requiredNoneA provider key (Groq is free) on Growth plan or above

Who uses it

Salons and spas use the Summary button when an agent picks up a booking conversation mid-thread after a shift change, and use Sparkles for routine "are you open on Sunday" replies so the front desk spends its attention on actual bookings. See WhatsApp CRM for salons.

Clinics lean on the summary when a supervisor reviews a queue of patient conversations for anything that needs escalation, without reading every message in every thread. See WhatsApp CRM for clinics.

D2C stores use reply suggestions for the high-volume, low-variance questions, shipping timelines, size availability, return policy, so an agent handling dozens of chats a day edits rather than composes from zero each time. See WhatsApp CRM for D2C.

Coaching institutes use the summary feature when a counsellor takes over a lead conversation that a colleague started, catching up on what a prospective student already asked without scrolling the full history. See WhatsApp CRM for coaching institutes.

What Meta allows

Meta policy

Meta does not regulate internal agent tooling like a draft-assist button; its policies govern what actually reaches a customer. The 24-hour customer service window, the requirement for approved templates outside it, and Meta's opt-out and consent rules apply identically whether an agent typed a reply from scratch or edited an AI-drafted one, because from Meta's side the only thing that exists is the message that was sent.

VGraple CRM does not change or bypass any sending rule for AI-drafted text: the send path is the same tracked, opt-out-checked, window-aware path every other inbox message goes through.

Plans and limits

AI reply suggestions and conversation summaries require the Growth plan or above, the same plan gate as the AI chatbot's provider-backed features (organisations that had an AI provider key configured before this gate shipped keep the feature regardless of plan). The shared inbox itself, including every conversation the feature can read from, is available on every plan starting with Free. There is no separate cap on how many suggestions or summaries you can generate; usage is bounded only by your configured provider's own rate limits.

Recent improvements

  • 2026-08-20: Reply suggestions and summaries fixed to always pull the most recent messages in a conversation (a prior ascending-order bug could feed the model the oldest messages in a long thread instead of the latest ones).
  • 2026-08-20: A missing conversation id no longer silently drops the scope filter; both endpoints now require and validate conversationId before generating anything, closing a path where org-wide messages could have been read instead of one conversation's own history.
  • 2026-08-19: Groq added as a free, zero-setup hosted provider alongside OpenAI and Anthropic, so reply suggestions work out of the box on Growth plan without an external API key.

Frequently asked questions

How do I get an AI-drafted reply on WhatsApp?
Open a conversation in the shared inbox and click the Sparkles icon next to the message box (labelled "AI reply suggestion"). The draft appears in the composer where you can edit it freely before pressing Send. Nothing goes to the customer until you send it.
Does the AI reply suggestion actually send the message?
No. It only fills the text box. The suggestion is generated from the recent conversation, placed in the composer as editable text, and stays there until an agent reads it, edits it if needed, and sends it manually like any other reply.
What does the AI see when it drafts a suggestion or a summary?
Only that one conversation's own message history, nothing else. A reply suggestion is generated from the last 20 messages in chronological order; a summary uses the last 30. No other conversation, contact record, or organisation data is included in the request sent to the model.
Which AI model generates the suggestions?
Whichever provider your organisation has configured under Settings > Automation & AI: a hosted model on Groq by default (free, nothing to set up), or your own OpenAI (gpt-4o-mini) or Anthropic (claude-haiku-4-5) API key if you have connected one and set it as the default provider.
Is AI reply suggestions the same as the AI chatbot?
No, they are separate capabilities. Reply suggestions draft text for a human agent to review and send. The AI chatbot answers customers directly and automatically, grounded in a knowledge base you upload, running as a node in the flow builder or on the chat widget. See the comparison table on this page.
Can I use AI reply suggestions on Instagram or Messenger conversations, not just WhatsApp?
Yes. The Sparkles and Summary buttons work on any conversation in the shared inbox regardless of channel, WhatsApp, Instagram DM, Messenger, or your website's web chat widget, since they operate on the conversation's message history, not on channel-specific data.
Can I regenerate a suggestion if I do not like it?
Click the Sparkles button again. It re-runs the suggestion from the same recent history and replaces whatever is currently in the composer, so you can try again before you commit to sending anything.
Does the AI suggestion pick a language automatically?
The suggestion is generated from the conversation's own recent messages, so it naturally follows the language and tone the customer has been using. There is no separate language or tone selector; the model responds to what it reads in the thread.
What happens if my organisation has no AI provider key configured?
The Sparkles and Summary buttons return an error telling you to add a key under Settings > Automation & AI, and note that Groq's hosted option is free. No suggestion or summary can be generated until at least one provider (Groq, OpenAI or Anthropic) is configured for the organisation.
Will an AI-drafted reply be blocked outside the 24-hour window?
A suggestion is ordinary free-form text once it lands in the composer, so it follows the same rule as any manual reply: it can only be sent inside Meta's 24-hour customer service window. Outside that window you need an approved template, whether the text came from the AI or from you.
Does the conversation summary update automatically as new messages arrive?
No. A summary is a snapshot generated at the moment you click Summary, from whatever the last 30 messages were at that instant. Click it again after new messages arrive to get a fresh one; the previous summary is not silently kept in sync.

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