send a summary & transcript of an Ai Chat conversation just like the Ai voice does
planned
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Kristine L
If we set up a notification workflow as described in help docs, the client gets an email or text for EVERY response in the conversation. No client wants multiple notifications for one conversation. Ai Voice notification already does a GREAT job. (We just toggle it on) Add the same functionality for Ai Conversation (Consistent functionality across the platform is always a good thing)
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Abhishek Kumar
planned
For transcript during bot transfer do you want One transcript or different transcript for each bot .thank you
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Keith Besherse
Abhishek Kumar, one transcript with admin notes describing the criteria used to initiate the handover to the next bot. This gives us visibility on whether we have trained it properly. Thank you.
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Mat Koenig
Abhishek Kumar you are amazing. If I may suggest, It would be good to have 2 options. Some business owners won't want an transcript for EVERY customer interaction, but they want to know if certain things happen like an upset customer, or a customer who asks about a certain product. so it would be good to have the option of
Complete transcript of conversation option at end of conversation like VoiceAI has.
Option to send transcript [in automations] if certain conditions are met.
Example: If customer sentiment is angry we would have Conversation AI add a 'tag' like 'upset customer'. Then in Automations, we use that tag as a trigger, then have it do an action called 'send AI transcript'. This allows for sending important transcripts without blowing up a business owner's inbox :)
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Abhishek Kumar
Mat Koenig this will be little different , generating transcript in conversation ai very different . there will logic around that when to generate summary
when a transcript is generated the workflow will be triggered and you can create a tag and filter and capture that transcript .
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Mat Koenig
Abhishek Kumar I can't wait to see what it will look like. This is exciting. Do you have an expected timeline for completion?
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Abhishek Kumar
Mat Koenig Its already under development .
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Keith Besherse
Abhishek Kumar fantastic!
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Adler Araujo
I will be waiting for this feature.
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Abhishek Kumar
under review
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Kristine L
Abhishek Kumar any news on this one? We can’t really roll out conversation ai until we get this built out.
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Abhishek Kumar
Kristine L in voice AI you get a email for post call completion. The same feature is in development where you get an email post appointment booked.
But the entire conversation transcript will take some time , it is not planned as of now .
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Abhishek Kumar
Kristine L can you share me your email address , I would love to schedule a call with you to know about your use case better
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Jose Antonio
Abhishek KumarHey would be amazing to NOT mark as read the conversations once the AI answers to the customer. Now is getting as marked for SMS, but NOT getting marked as read for Instagram and Facebook.
Would be great to either have an option to mark or not, or to NOT mark as read so that the customer can review conversations
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Abhishek Kumar
Jose Antonio I don't think it automatically gets mark as read unless you mark it as read
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Jose Antonio
Abhishek KumarI I booked appointment with you today! Will let you know in the meeting and show you!
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Abhishek Kumar
Jose Antonio great see you soon
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Abhishek Kumar
Kristine L can you let me know what exactly you want , In voice ai it is call completion which can be defined , in conversation ai we can provide notification for successful appointment booking but that can be handled by workflow .
once we roll out the conversation logs feature we can provide notification
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Kristine L
Abhishek Kumar What about if we grouped every 5 messaged together and then sent them as one email ? that would at least make the notifications a bit more streamlined?
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Abhishek Kumar
Kristine L we will think about it , but we planning for conversation logs , where one complete session of a conversation will be sent
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Phil Forsey
Abhishek Kumar Yes, a transcript of the complete conversation session is what we need to be able to get by email just like we do now with Ai Voice. And hopefully a way to easily toggle that on and off as well. (just like Ai Voice.) Also VERY IMPORTANT: We need to be able to select the admins we want to get that summary, not just ALL admins by default like Ai voice does. That's an upgrade Ai Voice needs.
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Abhishek Kumar
Phil Forsey we will put it in roadmap
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Phil Forsey
Abhishek Kumar that would be much appreciated! Thank you!
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Abhishek Kumar
Phil Forsey: can you book a call with me to discuss this feature
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Abhishek Kumar
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Ryan Wisnasky
Abhishek Kumar I use conversation AI and would love to talk to you about the details of what could happen with this. Very powerful tool but some sort of summary would be amazing so we could have organized steps of what needs to happen next. I scheduled a call with you tomorrow. Hopefully that works.
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Abhishek Kumar
Ryan Wisnasky yes please my calendar link is just above
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Abhishek Kumar
Ryan Wisnasky: For transcript during bot transfer do you want One transcript or different transcript for each bot .thank you
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Abhishek Kumar
Phil Forsey: For transcript during bot transfer do you want One transcript or different transcript for each bot .thank you
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Mat Koenig
Phil Forsey is spot on Abhishek Kumar. It would be good to have 2 options. Some business owners won't want an transcript for EVERY customer interaction, but they want to know if certain things happen like an upset customer, or a customer who asks about a certain product. so it would be good to have the option of
- Complete transcript of conversation option at end of conversation like VoiceAI has.
- Option to send transcript [in automations] if certain conditions are met.
Example: If customer sentiment is angry we would have Conversation AI add a 'tag' like 'upset customer'. Then in Automations, we use that tag as a trigger, then have it do an action called 'send AI transcript'. This allows for sending important transcripts without blowing up a business owner's inbox :)
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Abhishek Kumar
Mat Koenig All transcript will be there in automations , you will get to trigger a workflow .
if you want to filter certain conversation you can do that by tag
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Abhishek Kumar
Mat Koenig I want to just know one thing , you want to the setting at a bot level which means you can choose the bots for which you want conversation transcript or universal setting for all bots combined .
Second - when bot transfer takes place , you want 2 different transcripts or a single transcript .
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Mat Koenig
Abhishek Kumar my thought is that it's attached to the bot just like VoiceAI, not universal. We work with car dealerships and if we do a bot for the service department, and one for sales department, the managers will want the transcript ONLY for their department.
If it transfers to a different bot, I would think one transcript but it would follow the rule of the bot it speaks to last.
Example: Customer talks to Bot #1, but transfers to bot #2, it should send the transcript to whatever email is attached to bot #2 since it's the final bot they spoke with.
Does that help out my friend?
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Mat Koenig
Abhishek Kumar you are amazing!!!!!
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Abhishek Kumar
Mat Koenig Yup we will be doing exactly this as discussed .
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Kirsty Dove
Yes, this it’s important as using both conversation and voice together is critical!
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Abhishek Kumar
Kirsty Dove: can you book a call with me to discuss this feature
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Abhishek Kumar
Kirsty Dove: For transcript during bot transfer do you want One transcript or different transcript for each bot .thank you