Generate a summary
- Open the fan’s chat under the correct model.
- In the right panel, open the Insights tab and expand Chat Summary.
- Click Make summary.
Summary settings are personal to each AgencyKey user. The generated result belongs to the current model/fan conversation and can be restored to authorized users in the same AgencyKey workspace.
Settings
Open the gear in the Chat Summary section. Changes are saved when you close the settings.
Fan notes are included as additional context. A higher message count gives the AI more history, but it does not include conversations from another model.
Result length
Auto-generation
When auto-generation is enabled:- a first summary can be created when the chat opens;
- later summaries are created only after the configured number of new messages;
- opening an unchanged chat does not repeatedly generate the same summary;
- you still need Generate chat summary permission.
Language and translation
Summaries are generated in English. To translate them:- Open the chat’s Translation settings and choose Translate chat to.
- Enable Translate AI chat recap there, or enable Translate summary in Chat Summary settings.
Permissions
Permissions are assigned independently of job title. If you can read a summary but cannot refresh it, ask the Owner or someone who can manage roles and creator access to check Generate chat summary for the selected model.
Troubleshooting
- The section is missing — Check View chat summary access for the selected model and make sure Insights is open.
- Auto-generation did not run — Check that it is enabled, the new-message threshold was reached, and you have generation access.
- The summary did not change after settings changed — Use the summary’s refresh action.
- The translation is missing — Enable the summary-specific translation toggle and confirm the Translate chat to language.
- The summary is inaccurate — Increase Messages to analyze, verify the source chat, and regenerate.