> ## Documentation Index
> Fetch the complete documentation index at: https://agencykey.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Chat Summary

> AI recap of the active model's conversation with a fan

**Chat Summary** creates an AI recap of the conversation currently open in the selected model's workspace. It does not combine chats from other models; use [AI Recon](./ai-recon) for eligible cross-creator analysis.

## Generate a summary

1. Open the fan's chat under the correct model.
2. In the right panel, open the **Insights** tab and expand **Chat Summary**.
3. Click **Make summary**.

The latest saved summary for that model and fan is restored when an authorized teammate opens the chat again.

<Note>
  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.
</Note>

## Settings

Open the gear in the **Chat Summary** section. Changes are saved when you close the settings.

| Setting                        | Range / default                           | What it does                                                                                  |
| ------------------------------ | ----------------------------------------- | --------------------------------------------------------------------------------------------- |
| **Auto-generate on chat open** | Off by default                            | Generates the first summary automatically, then refreshes only after the threshold is reached |
| **Minimum new messages**       | 1–500; default 10                         | Number of new messages required before the next automatic summary                             |
| **Messages to analyze**        | 1–500; default 100                        | Number of the most recent messages supplied to the summary                                    |
| **Result length**              | Brief / Medium / Detailed; default Medium | Controls the amount of detail                                                                 |
| **Prompt**                     | Up to 2,000 characters                    | Adds your own focus, such as scheduling requests or objections                                |

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

| Option       | Best for                                                |
| ------------ | ------------------------------------------------------- |
| **Brief**    | A very fast catch-up                                    |
| **Medium**   | Normal shift handover and daily work                    |
| **Detailed** | Long or high-value conversations that need more context |

## 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.

After a result exists, use its refresh action to update it manually. If you change the message count, length, or prompt, generate again to apply the new settings.

## Language and translation

Summaries are generated in English. To translate them:

1. Open the chat's **Translation settings** and choose **Translate chat to**.
2. Enable **Translate AI chat recap** there, or enable **Translate summary** in Chat Summary settings.

Both controls affect the same summary translation setting.

<Warning>
  A summary is AI-generated and can omit a promise, payment detail, date, negation, or change of tone. Verify important details in the original conversation and payment history before replying, sending PPV, or making a commitment.
</Warning>

## Permissions

| Action                                              | Permission                |
| --------------------------------------------------- | ------------------------- |
| Show the section and read the latest summary        | **View chat summary**     |
| Generate, auto-generate, or change summary settings | **Generate chat summary** |

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.