Smart Summary: Let AI Extract What You Need from Every Call

🎉 Introducing Smart Summary in AI Copilot

A new Smart Summary feature has been added under the AI Copilot module. Users can now define custom Topics with descriptions, and after every call, the system automatically analyzes the transcript and generates a short, focused summary for each matching Topic.

For example, define a Topic like “Payment” with context describing what you want to know, and the AI will summarize exactly how payment was discussed in each call — whether the customer committed, what blocked them, and what the agent promised.

Each matched Topic generates its own summary displayed in the Call Analytics dashboard. If a Topic is active but no match is found in a call, it shows “No Smart Summary available for this topic.” Smart Summaries can also be sent to integrated CRMs by enabling the Smart Summary checkbox under Advanced Integration options.