When a conversation in Messages gets lengthy, use the AI summary to focus on key points and actions.
Table of Contents
Getting Started
Internal and external conversations can be summarised so long as you are a participant in the conversation. Only internal users can view the summary.
Summarise a conversation
1. Select the Messages tab in the triConvey Desktop App or from a triConvey Matter.
2. Open the relevant conversation.
3. Select the Summarise Conversation button in the upper right corner.
The summary will appear as an orange speech bubble as a new message from Conversation Summary (AI-generated).
Clicking on the Summarise Conversation button again will remove the previous summary. The new summary will account for any new messages that have been posted in the conversation.
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