GETTING STARTED
Introduction to AgentAssist
Architecture and Configuration
Glossary
FAQ
Release Notes
Recent Updates
Previous Versions

SET UP AgentAssist
AgentAssist Setup Guide
Sign Up for AgentAssist
Conversation Automation
Automations Board
Create a Bot
Add Multiple Bots
Create Use Cases
Overview
FAQs Setup
Create Dialog Tasks
Welcome Events
LLM and Generative AI
SearchAssist
Agent Coaching
Playbook
Customizing the AgentAssist Widget
Configure Auto Summarization with Custom Dialog Tasks
Feedback Settings
Widget Theming (Layout Customization)

INTEGRATIONS
AgentAssist Integration with Third-Party Applications
Amazon Connect
Amazon Connect with AgentAssist Voice Installation Guide
Amazon Connect with AgentAssist Chat Using Custom CCP
Amazon Connect with AgentAssist – Voice via AWS Third Party Applications
Channels
Voice
Configure Voice Channel
Configure Speech Recognition
Chat
SmartAssist
Configure AgentAssist
Demos
Voice Demo
Chat Demo
Salesforce
OmniChannel
Omni-Channel Configuration - Chat
AgentAssist Configuration - Chat
Genesys CTI
AgentAssist Voice Integration
NICE-CTI
AgentAssist Voice and Chat
AgentAssist Chat
Demos
Voice Demo
Chat Demo
Zendesk
Set up AgentAssist for Zendesk
Genesys
AgentAssist Integration with Genesys - Manual Setup Instructions
Agent AI Integration with Genesys Cloud CX
Set Up AgentAssist for Genesys
Change AgentAssist Bot in Genesys
Integrate Kore.ai Bot on Genesys Cloud CX Messaging
NICE MAX Desktop
Talkdesk
Twilio

AGENT EXPERIENCE
AgentAssist Widget
Bot Override and Automations

ANALYTICS
Conversation Logs
Dashboard
Agent AI ROI Analyzer (Beta)
APIs
Raw Data API v1
Raw Data API v2
Conversation Summary Trigger

Configure Auto Summarization with Custom Dialog Tasks

The end-of-conversation summary in Agent AI is generated using the Kore.ai XO GPT module.

If clients prefer to use a different model (for reasons such as language or quality), they can host their model in GALE or another server and provide their API endpoint. The custom summarization workflow uses the “Custom Dialog Task” option – when the conversation ends, Agent AI will trigger the configured dialog, which will fetch the conversation, generate the summary, and display or save it as needed.

Steps to configure auto summarization with custom dialog tasks

  1. Set up a service node to get the conversation transcript using the ChatHistory API; the API includes the conversation summary.
  2. Send this transcript to the Summarization endpoint, and save the result in a Context Variable.
  3. Create a string-based entity node to display the summary from the Context Variable.
  4. Ensure the dialog is enabled for the Agent AI chat/voice channel and the bot is published.
  5. Go to Agent AI > Widget Settings > Agent AI Settings > Agent AI Channel Specific Settings > Auto Summarization > Auto Summarization Model, and select a dialog task under the “Custom Dialog Task” option.

Dialog Task Flow for Summarization activities:

Configure Auto Summarization with Custom Dialog Tasks

The end-of-conversation summary in Agent AI is generated using the Kore.ai XO GPT module.

If clients prefer to use a different model (for reasons such as language or quality), they can host their model in GALE or another server and provide their API endpoint. The custom summarization workflow uses the “Custom Dialog Task” option – when the conversation ends, Agent AI will trigger the configured dialog, which will fetch the conversation, generate the summary, and display or save it as needed.

Steps to configure auto summarization with custom dialog tasks

  1. Set up a service node to get the conversation transcript using the ChatHistory API; the API includes the conversation summary.
  2. Send this transcript to the Summarization endpoint, and save the result in a Context Variable.
  3. Create a string-based entity node to display the summary from the Context Variable.
  4. Ensure the dialog is enabled for the Agent AI chat/voice channel and the bot is published.
  5. Go to Agent AI > Widget Settings > Agent AI Settings > Agent AI Channel Specific Settings > Auto Summarization > Auto Summarization Model, and select a dialog task under the “Custom Dialog Task” option.

Dialog Task Flow for Summarization activities: