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Automation and AI

What is an AI conversation summary?

A conversation summary is a short, AI-generated recap of a conversation's key facts: the customer's need, decisions made, commitments given and open questions. It is produced on demand or at handover so a teammate can pick up a long thread without reading it, and it can be saved to the contact as a note.

Updated 29 Aug 2026 · 1 min read

On this page
  1. Why it matters
  2. In VGraple CRM
  3. Related terms

AUTOMATION AND AI

Conversation summary

A conversation summary is a short, AI-generated recap of a conversation's key facts: the customer's need, decisions made, commitments given and open questions. It is produced on demand or at handover so a teammate can pick up a long thread without reading it, and it can be saved to the contact as a note.

reply suggestionconversation assignmentai agent

Conversation summary in one line

Why it matters

Long WhatsApp threads are unreadable at speed, and the person who inherits one at 6 pm needs the gist, not the history. Summaries also feed the CRM: a lead note that says "wants 3 BHK under 80 lakh, visiting Saturday" is more useful than a link to 40 messages.

In VGraple CRM

The Summary button in the conversation header produces a recap from the recent messages; it is offered automatically on assignment and escalation, can be inserted as an internal note, and is available on Growth and above with the AI features.

Reply suggestion, Conversation assignment, AI agent.

Frequently asked questions

Is the summary sent to the customer?
No. It is internal.
Which language is the summary in?
Your workspace language, regardless of the conversation's language.
Is the conversation sent to a third party?
Recent messages are sent to the configured model provider for the summary, under the DPA; bring your own key to use your own provider.

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