Summarize for Email help agents generate a summary of the entire email conversation. Saves time as the agents do not have to write a separate summary, improving the chances of resolving the issue in a timely and efficient manner


Some of the benefits of using Summarize for email:

  1. Improves efficiency and the chances of resolving the issue in a timely manner

  2. Promotes better collaboration among team members by providing a clear and concise summary of the email conversation

  3. Enables other team members to quickly understand the context and history of the issue


HOW TO ENABLE OR DISABLE THE FEATURE FROM ADMIN PAGE:


1.Go to the admin page ->general settings -> Freddy 

2.Click on the "Freddy" option to open the AI features page.

3.Choose the feature that you want to enable or disable.

4. Locate the toggle switch next to the feature you want to enable and turn it on by sliding the toggle to the right. Toggle to the left to disable the feature.




HOW TO USE SUMMARIZE EMAIL


1. After setting up the Freddy in Freshchat, you can start using the Summarize Email feature in your conversations.

2. To automatically Summarise for email conversations, click on the "Summarize" button option in the reply editor. Once done, a summary of the email conversation is displayed. Agent has an option to  modify the summary if required.

3. Once you are satisfied with the summary, click the "Send" button to share it with other teams or the next agent for further action.






Important:

Summarize for Email is currently available on beta for customers on Enterprise plan. If you're keen on using this feature, you can request access. To do so, please reach out to your Customer Success Manager.



*The enablement of optional functionality is subject to certain feature-specific terms and conditions set forth in the Freshworks Supplemental Terms.