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.
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.
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.
