Summarise a matter conversation with AI

When a conversation with a client gets lengthy, use the AI summary to focus on key points and actions.

Table of Contents

• Summarise a conversation
• Good to know

Summarise a conversation

1.    Select the Messages tab in triConvey or within a triConvey matter, and open the relevant conversation.

2.    Select the AI (sparkle) icon on the top-right corner.
 

3.    A panel on the right-hand side of the screen will appear, displaying the AI Summary of the conversation so far.

Good to know

• You can summarise internal and external matter conversations so long as you are a participant in the conversation. However, you cannot summarise conversations in Channels or Direct Messages between staff.
  
  
• Only staff can view the summary.
  
  
• Clicking on the AI button again will remove the previous summary. The new summary will account for any new messages that have been posted in the conversation.