Getting Started

AI Summaries can be copied or inserted into a Note. To get started, please follow these steps:

  1. Click the "wand" icon at the top of your conversation.
  2. Click "Generate a summary of the conversation" and watch the magic unfold!
  3. Click the "Insert into Note" button should you wish to make a comment with the summary, or "Remove & Close" to remove it.

Please note: Your AI generations won't be seen by other agents or the customer, it will only be seen as a note internally once that has been selected


That's it!

Now you know how to generate AI summaries within your Groove account.