Summarise a Messages conversation with AI

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

Table of Contents

• Getting Started
• Summarise a conversation

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.