Pull out what matters
Summaries are great for getting your bearings, but decisions need specifics: the ask, the numbers, the promise. The assistant can also jump to the exact moment something was said, so you can check it with your own eyes.
Asking for named fields turns a messy conversation into facts you can act on. Name exactly the fields you need, and the answer comes back in the same order every time.
Deals and complaints turn on details: what was promised, for when, at what price. Pulling them out of the chat, and showing where each one was said, means fewer disputes and fewer “I thought you said…” moments.
- 1
Extract the facts.
PromptFrom chat [chat ID], tell me: what the customer is asking for, any price or quantity mentioned, and what was promised by our side. - 2
Find the next step and who owns it.
PromptBased on chat [chat ID], what's the next step, and who owns it? - 3
Zoom in on one moment.
PromptShow me the conversation around the last message where the customer mentioned a delivery date in chat [chat ID].
Treat the summary as a map. Before you act on a price or a date, open the chat and check the original message.