Email summaries

After every conversation, your agent can automatically send a summary by email This way, you, your team, or external recipients receive the most important information without having to log in.

Set recipients

You can find the settings here:

• sipgate sona: Agent overview → select agent → Summaries in the sidebar. Alternatively, drag Summaries into the overview via drag and drop.

• AI Agents: AI Agents → select agent → Configuration → all the way down to Summary recipients.

You can add and edit any number of email addresses add and edit.

What is in the email?

Each summary includes:

• Caller’s phone number

• Your agent’s phone number

• Time and duration of the conversation

• Category

• Summary of the conversation content

For custom playbooks: Check the box Summary for all tasks whose details should appear in the email. Information from tasks that are not checked will not be included.

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

View complete conversation logs

The complete conversation logs with transcript and note function can be found in the area Analysis. More about this at Summaries & Transcripts.