Email summaries

After every conversation, your AI Agent can automatically send a summary — that is, a summary — by email. This way, you stay up to date without having to log in separately and can share information specifically with teams or external contacts.

Set recipients

Go to AI Agents → Select agent → Configuration and scroll all the way down to Recipients of summaries. There you can add and edit as many email addresses as you like.

What is included in the email?

Each summary contains:

• Caller's phone number
• Agent's phone number
• Time and duration of the conversation
• Category
• Summary of the conversation

Note: In Playbooks you can check the "Summary" box for each task. Only the tasks marked this way will then appear in the email summary; all other captured information is left out.

What is this useful for?

Email summaries are especially useful when several people or teams need to be informed about calls — for example in customer service, sales, or appointment coordination. This gives everyone involved direct access to relevant information without having to use the sipgate app themselves.

Note: You can find the complete call logs with transcript and note function in the sipgate app. More on this in the article Summaries & Transcripts.