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Chat Summary Tool for Agents

Turn Long Conversations Into Clear, Actionable Summaries

Convert chats to CRM notes.

FinTech & Banking Category
kriatix Creator
20 Pages
328 Downloads
English Language

The Chat Summary Tool for Agents by Kriatix helps support and sales agents quickly understand customer conversations without reading entire chat histories. It condenses chats into short, structured summaries highlighting key issues, decisions, and next steps so agents can respond faster and more accurately.

Built for high-volume support environments, it improves handovers, productivity, and consistency.

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What Is the Chat Summary Tool for Agents?

The Chat Summary Tool for Agents is an intelligent assistant that analyzes chat conversations and generates concise summaries in real time or on demand. It captures context, customer intent, actions taken, and pending follow-ups, making it easy for agents to pick up conversations instantly.

It works seamlessly across live chat, messaging, and support platforms.

Who Is It For?

Role How They Benefit
Customer Support Agents Understand conversations instantly
Sales Agents Identify customer intent and next steps
Team Leads Improve shift handovers and continuity
Operations Teams Reduce resolution time
Founders & CXOs Improve efficiency and service quality

Key Features

  • Automatic chat conversation summarization
  • Key issue, intent, and outcome extraction
  • Highlighting of actions and pending tasks
  • Support for long and multi-session chats
  • Consistent summary format for all agents
  • Searchable summary history
  • Export-ready conversation summaries

Benefits

  • Reduce time spent reading chat logs
  • Improve response speed and accuracy
  • Enable smooth agent handovers
  • Minimize missed context or actions
  • Increase agent productivity
  • Maintain consistent customer experience

How It Works

  1. Ingest Chat Conversations – Analyze live or past chats
  2. Identify Key Context – Extract intent, issues, and actions
  3. Generate Summary – Create a concise, structured overview
  4. Highlight Next Steps – Surface pending tasks or follow-ups
  5. Review or Share – Use summaries for faster resolution

Add-ons & Integrations

  • Customer Support Chatbot
  • CRM & Ticketing Systems
  • Agent Performance Dashboard
  • Notification & Task Management Tools
  • API access for chat platforms

Deployment & Access

  • Web and in-app access for agents
  • Cloud or on-premise deployment
  • Secure conversation handling
  • Role-based access and permissions

What Our Partners Are Saying

Frequently Asked Questions

Can it summarize very long chat conversations?

Yes. It is designed to handle long and multi-session chats.

Does it highlight pending actions?

Yes. Follow-ups and next steps are clearly identified.

Can summaries be generated in real time?

Yes. Summaries can be created live or after the conversation ends.

Can summaries be shared across teams?

Yes. Summaries can be exported or shared internally.

Is customer chat data secure?

Yes. Enterprise-grade security and access controls are applied.

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