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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.
What Is AI Chat Summary?
An AI-powered feature that automatically summarizes the key happenings across your conversations — organized, readable, and ready when you are.
How to Access It
Go to Chats and open any conversation.
Tap the AI Chat Summary icon (lines/list icon) in the top toolbar.
The summary panel opens on the right. Tap any reference to jump to that message, or use "Load previous summary" to review earlier weeks.
What the Summary Includes
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
Clickable References
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.
Where It Works
AI Chat Summary is available across:
Individual (1:1) customer chats
WhatsApp Group chats
Instagram conversations
What the AI Doesn't Read
Summaries are based on text messages only. Images, voice notes, and chat reactions are not included. Always verify critical details directly in the chat.
How to Get AI Chat Summary
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.
Who It's For
Role
How It Helps
Support Agents
Catch up on chats instantly before responding
Sales Teams
Track leads, follow-ups, and deal discussions
Managers
Get visibility without reading every thread
Operations
Spot recurring issues or delays
Founders
Stay informed at a high level
AI Chat Summary helps you understand your inbox — without having to read your inbox.
