The Summarize Conversation action lets your assistant analyze the current dialogue and return a structured summary. This is useful for concluding interactions, capturing key points, or handing off to a human agent.
✂️ Optionally, you can trim the previous conversation context once the summary is generated.

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🧠 What It Does

The assistant will evaluate the entire conversation (up to this point), extract useful facts, recognize repeated information, and provide a coherent summary. This result can then be reused in reports, API calls, or follow-up messages.

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🖼️ Action Interface

Summarize Conversation Interface

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⚙️ Configuration Options

Type: stringPrompt given to the assistant that guides how the summary is created.Example:
“You need to analyze the current conversation and return the conclusions, summarize, common content and all facts.”
Type: stringA description of what this summary represents. Used internally.Example: Detailed content of the current dialogue
Type: stringAn optional follow-up query for extracting very specific insights.Example: What was the user most concerned about?
Type: booleanIf enabled, this action will clear the current conversation history after generating the summary.Use Case: After escalation or handoff to another system.
Type: booleanExecutes this action only if previous tools in the chain ran successfully.

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💡 Tips

  • Great to use right before calling an API or forwarding to human support.
  • Keep summaries short and actionable, or tailor your prompt for detail.
  • Combine with Extract Tags to label and store structured metadata.
Let me know if you’d like this paired with export or save-to-CRM examples!
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