Summary Settings - Kore.ai Docs

Configure Intermittent and End of Conversation Summaries

Option	Description
Generate full conversation summary (bot + all agents)	Summary of bot-user and agent-user conversations.
Generate agent’s conversation summary only	Summary of only the agent-user conversation.
Show Submit button	Controls the visibility of the Submit button.
Max no. of summaries	Sets the maximum number of intermittent summaries an agent can generate.

Steps to configure Intermittent and End of Conversation Summaries:

Go to Configurations > Summary Settings.

Select a channel — Chat, Voice, or Email.

Select a language from the Language list.

Turn on the Landing Summary toggle.

Turn on the Intermittent Summary toggle.

Ensure Generate Intermittent Summary is on in Widget Theming.

Select Generate full conversation summary (All agents) or Generate current agent’s conversation summary only.
Select Show Submit.
Set how many times an agent can generate intermittent summaries in the Max no. of summaries field.

Turn on the End of Conversation Summary toggle.

Select Generate full conversation summary (Bot + all agents) or Generate agent’s conversation summary only.

Configure Agent Transfer Summary

Select to generate conversation summaries of all participating agents or only the current transferring agent during warm or cold transfers.

Option	Description
Generate full conversation summary (All agents)	Conversation summary of all participating agents before a warm or cold transfer to a new agent.
Generate current agent’s conversation summary only	Summary of only the current agent’s conversation before the transfer.
Show Submit button	Controls the visibility of the Submit button.

Summary Generation Mechanism

Select how to generate the conversation summary:

Option	Description
OOTB Kore Summarization	Default auto-summarization using the built-in model.
Custom Dialog Task	Use a custom dialog task for summarization. Displays dialog tasks or child apps based on app selection.

The Summary Generation Mechanism applies to Intermittent and End of Conversation Summaries only.

Steps to configure Summary Generation:

Select OOTB Kore Summarization or Custom Dialog Task.

If you select Custom Dialog Task and the Configure End of Conversation Dialog Task is on, a Confirm Action window appears.
Select Yes, Proceed.
Select a dialog task from the Select Dialog list.

Select Save.

To use the Custom Dialog Task, you must turn off Configure End of Conversation Dialog Task in Conversation Events.

​Configure Intermittent and End of Conversation Summaries