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Chat Summary is not possible because the settings are missing?

NatsukiO
Tera Expert

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.

1 ACCEPTED SOLUTION

Mohanish
Tera Expert

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.

View solution in original post

6 REPLIES 6

Mohanish
Tera Expert

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.

KJyothiMegha
Tera Contributor

Yes it worked