AI Summaries can be copied or inserted into a Note. To get started, please follow these steps:
- Click the "wand" icon at the top of your conversation.
- Click "Generate a summary of the conversation" and watch the magic unfold!
- 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
Now you know how to generate AI summaries within your Groove account.