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Conversation Summary

Decrease response times and manage SMS conversations more efficiently with AI-driven summaries. Powered by Mogli AI, Conversation Summary captures the key points in your two-way conversation history in the format that’s most useful for your team.

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Engage SMS Recipients Faster & Save Staff Time

Don’t waste time sifting through every text conversation looking for answers—instead, quickly respond to key points with accurate, engaging replies.

  • Automatically get AI-generated summaries of two-way text conversations directly in Salesforce.
  • Set parameters for summaries’ length, content, style, and formatting to make them uniquely useful for your organization.
  • Generate and store summaries as text fields for future use.
  • Access summaries and respond to texts immediately from anywhere in Salesforce.
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AI-Powered Features to Streamline Conversation Management

Discover How Mogli's Conversation Summary Facilitates Better Inbox Management & Quicker Responses to Two-Way SMS Messages.

Flexible Formatting

Focus AI-generated summaries based on your business goals. Whether you’re nurturing relationships with leads or supporting existing clients, you can instruct Mogli AI to create summaries that lean into your goal. Additionally, you can request summaries be returned in nearly any format—paragraph, pointform, or even iambic pentameter

Safety & Control

Control what information you want to emphasize and what topics to ignore. Provide direction to Mogli AI to ensure it follows your guidelines, abides by your standards, and provides the most useful SMS summaries possible.

Easy Access from Salesforce

Easily generate Conversation Summaries directly from your Conversation View window so you can access them from anywhere in Salesforce. Simply select the Conversation Summary icon from the toolbar to initiate.

Control the Size of Your Summary

Regardless of the length of the conversation you’re creating a summary for, you can set a maximum word count that will not be exceeded, ensuring your summaries are clear and easily digestible.

Specify the Timeline of Your Summary

Choose the timeframe that should be isolated from the entire conversation history for your Conversation Summaries. While a default period will be set automatically when you access the tool, you can adjust the range before creating a summary.

Trusted By Thousands of Salesforce Users

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5-Star Reviews from Mogli Clients

Don’t just take it from us — listen to what our clients say about their experiences with Mogli

"We have loved using Mogli SMS. We love that it sits directly inside Salesforce, is able to be automated, and it's clean and easy to use."

Micah Peterson Total Wealth Planning

"Texting through SFDC has been an essential addition to our work, and the Mogli team has been responsive and helpful throughout our setup and use."

Nadja Jepsen Chime Scholars Foundation

"Obvious choice for a texting service that lives naturally in Salesforce."

Erik Bergs St. Cloud Technical & Community College

"Kind, Detailed, and Attentive."

Morgan Butler Embrace Grace

"Mogli was so easy to onboard, it's simple to use, and it integrates seamlessly with Salesforce."

Heather Raine Grove City College

"I am a proud Mogli user and will recommend it to anyone who may use SMS for business."

Kevin Meredith Advanced Diabetes Supply
"Good luck finding a better option."
Dan Yorsh Aryval
"Mogli + Automaton = Time saved."
Jim Schebek Working Credit NFP
“We have relied on Mogli for our texting service for multiple years.”
Leanetta Malone Park University

Frequently Asked Questions

What can we use conversation summaries for?

Use Conversation Summary to quickly understand the content of any two-way text conversation. Whether you’re solving a tech issue, engaging a sales lead, or answering an incoming student’s questions, Conversation Summary helps you respond faster and generate better results. 
How much conversation history can the AI process?

That’s up to you! You can specify a specific timeframe for messages that the AI should summarize (such as the last two weeks), and update the range for each conversation before you create your summaries.
Can you customize text conversation summaries?

Yes, you can control the size, voice, content, and formatting of your summaries. Set a maximum word count, specify the timeline, and direct the AI to focus on or leave out certain topics depending on your goals. 
What’s the advantage of a built on, built for Salesforce app?
Using an SMS app like Mogli that’s built on Salesforce, rather than one that just integrates with it, makes a major difference. Our developers and support team are true Salesforce experts, and we’re devoted to bringing you the easiest Salesforce texting experience possible. Keep your team inside Salesforce 24/7, skip the learning curve, and leverage all the features you know and love—now with text messaging.
How much support is available for Mogli users?
Mogli’s 100% U.S.-based support and onboarding teams are here to help you through every step of your texting journey. Get side-by-side implementation support, personalized guidance, and fast response times. Plus, you can access our full resource library of user guides, technical help docs, and regulatory news at any time.
What is Mogli’s pricing model?
We offer four customizable pricing plans : Starter, Standard, Elite, and Enterprise. Every plan is priced annually and includes —no need to worry about racking up costs for user licenses!
Are there special pricing options for nonprofits?
Yes! Many 501(c)(3) nonprofit organizations qualify for discounts. Contact our team to learn more about your options.

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Improve Text Response Times & Connect Faster with Mogli.

Schedule a demo to learn how our innovative texting features and built on Salesforce technology can power your organization’s growth.