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

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⚙️ Configuration Options

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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!