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Understanding Case Summarisation

Modified on Mon, 16 Jun at 7:13 AM

Purpose

The purpose of this article is to clarify how comments are handled during Case Summarisation and to outline current limitations in usage reporting.


Scope of Case Summarisation:

 The default Case Summarisation includes the summary of the case in the context of both:

  • “Reply to Customer”

  • “Internal Note”

  • However, comments added as Case Notes are not included in the summarisation process.

Only comments relevant to customer communication or internal collaboration are considered for generating the summary.


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