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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.
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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.