# AI Chat Summary

Every week, your inbox handles dozens — sometimes hundreds — of customer chats. Questions, complaints, approvals, follow-ups… and somewhere in between, the important stuff gets buried.

AI Chat Summary fixes that. It reads through your conversations and delivers a clean, structured recap — so you always know what happened without scrolling through entire threads.

<figure><img src="/files/jtVkR29hACsCaft949ZH" alt=""><figcaption></figcaption></figure>

#### <mark style="color:$primary;">What Is AI Chat Summary?</mark>

An AI-powered feature that automatically summarizes the key happenings across your conversations — organized, readable, and ready when you are.

#### <mark style="color:$primary;">**How to Access It**</mark>

1. Go to **Chats** and open any conversation.
2. Tap the **AI Chat Summary icon** (lines/list icon) in the top toolbar.
3. The summary panel opens on the right. Tap any reference to jump to that message, or use **"Load previous summary"** to review earlier weeks.

#### <mark style="color:$primary;">What the Summary Includes</mark>

The AI picks out what matters most:

* Customer updates and requests
* Follow-ups and pending actions
* Complaints or concerns raised
* New leads or onboarding discussions
* Tickets or issues mentioned
* Outcomes or decisions reached

***

<figure><img src="/files/HboFTJZp6MSQI0osLbo7" alt=""><figcaption></figcaption></figure>

#### <mark style="color:$primary;">Clickable References</mark>

Every summary point links back to the exact message that triggered it. Tap a reference to jump straight to that moment in the chat — no endless scrolling, no guesswork.

***

#### <mark style="color:$primary;">Where It Works</mark>

AI Chat Summary is available across:

* Individual (1:1) customer chats
* WhatsApp Group chats
* Instagram conversations

***

#### <mark style="color:$primary;">**What the AI Doesn't Read**</mark>

Summaries are based on text messages only. Images, voice notes, and chat reactions are not included. Always verify critical details directly in the chat.

***

#### <mark style="color:$primary;">**How to Get AI Chat Summary**</mark>

AI Chat Summary is part of the **DoubleTick AI Suite** — a bundled set of AI-powered features.

It is not available as a standalone add-on. To access AI Chat Summary, you will need to purchase the AI Suite, which includes this feature along with other AI capabilities.

To learn more or add the AI Suite to your account, reach out to your account manager or contact the DoubleTick support team.

***

#### <mark style="color:$primary;">**Who It's For**</mark>

<table><thead><tr><th width="207.00006103515625">Role</th><th>How It Helps</th></tr></thead><tbody><tr><td><strong>Support Agents</strong></td><td>Catch up on chats instantly before responding</td></tr><tr><td><strong>Sales Teams</strong></td><td>Track leads, follow-ups, and deal discussions</td></tr><tr><td><strong>Managers</strong></td><td>Get visibility without reading every thread</td></tr><tr><td><strong>Operations</strong></td><td>Spot recurring issues or delays</td></tr><tr><td><strong>Founders</strong></td><td>Stay informed at a high level</td></tr></tbody></table>

***

*AI Chat Summary helps you understand your inbox — without having to read your inbox.*


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