Can I get a daily summary of conversations?
Yes. The merchant dashboard can generate AI-powered summaries for a conversation’s activity on a selected day, giving your team a quick recap of what happened in that thread without rereading every message.
Daily summaries are especially useful for shift handoffs, manager spot checks, and catching up on long-running tickets where only part of the story is new.
What a daily summary covers
When you request a summary for a chosen day, the AI synthesizes that conversation’s activity for that date—key customer questions, AI or staff responses, tool usage, and notable outcomes—into a concise recap.
Think of it as a day-scoped digest for one thread, not a store-wide report. It answers “What happened in this ticket yesterday?” rather than “How did all of support perform this week?”
When teams use daily summaries
Common scenarios include:
- An agent starting a shift and needing context on overnight activity in an open ticket.
- A manager reviewing a sensitive escalation without scrolling hundreds of lines.
- Training new staff by showing how a complex issue unfolded over multiple days.
Pair daily conversation summaries with inbox sections: a thread in Monitoring may accumulate automated follow-ups worth summarizing before a human steps in.
How this differs from Reports summaries
Daily summaries focus on a single conversation for a single day. Broader Reports AI summaries synthesize patterns across many conversations for operational intelligence.
Use daily summaries for thread-level catch-up; use Reports when you need cross-conversation trends and citations across your support data.
Changelog releases
This topic appears in the following release notes: