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Chat Summary - Tool

The Chat Summary Tool allows you to continuously update a contact field within your CRM with the latest summary of your agent's conversation.

Michael Swan avatar
Written by Michael Swan
Updated this week

Overview

You may want to have a summary of the conversation saved to the contact record to use for meeting prep or your own notes. The Chat Summary Tool lets you continuously update a field whenever a new message is sent by either the contact or the agent. This setting can be found in the Tools tab of the action bar within the Job Flow.

Set Up

Like other Tools, you will need to click on the tool to activate it. Chat Summary like Chat Transcript will have one more step to finish the set up.

On the right side of the screen you will see the Active Tool icon. By clicking on that icon, you can access your Output Variable selection field. Here you can choose the contact property that you want to update with this tool.

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