Find your people. Pick a challenge. Ship something real. The CreatorCon Hackathon is coming to the Community Pavilion for one epic night. Every skill level, every role welcome. Join us on May 5th and learn more here.

Chat Summary is not possible because the settings are missing?

NatsukiO
Tera Expert

‎06-30-2025 06:47 AM - edited ‎06-30-2025 06:49 AM

When you use "/Summarize" in the Quick action, the following error appears:
「Chat summaries won’t appear until your IT administrator completes all the required steps involved in the setup. View setup」

NatsukiO_0-1751291330723.png

 



I don't know what settings I don't have enough, so please let me know.

0 Helpfuls
  • 2,238 Views
5 REPLIES 5

Mohanish
Tera Contributor

‎03-26-2026 02:06 AM

Hello @NatsukiO , I faced the same issue. What i did is When agent accepts the live chat request on interaction record fill account and contact field first - save form- then initiate conversation with end user up to 6-7 lines and then try to summarize.

Let me know if this resolves your issue as well.

0 Helpfuls