Extract entities and targeted data from your conversations
Agent: Hello, thank you for contacting XYZ Insurance. How can I assist you today?AutoSummary analyzes this conversation and extracts structured data in two ways:
Customer: Hi, I want to check the status of my payout for my claim.
Agent: Sure, can you please provide me with the claim number?
Customer: It’s H123456789.
Agent: Thank you. Could you also provide the last 4 digits of your account number?
Customer: 6789
Agent: Let me check the details for you. One moment, please.
Agent: I see that your claim was approved on June 10, 2024, for $5000. The payout has been processed.
Customer: Great! When will I receive the money?
Agent: The payout will be credited to your account within 3-5 business days.
Customer: Perfect, thank you so much for your help.
Agent: You’re welcome! Is there anything else I can assist you with?
Customer: No, that’s all. Have a nice day.
Agent: You too. Goodbye!
Step 1: Configure your structured data fields
Step 2: Create a conversation
conversation
, provide your IDs for the conversation and customer.Step 3: Add messages
message
for each turn of the conversation.Step 4: Generate Structured Data
structured-data
using the ID of the conversation: