---
name: "Conversation Summary"
description: "Skill that distills long customer conversations into structured key takeaways, decisions, and action items — ready to paste into your CRM or handoff notes."
type: skill
roles: ["Customer Success", "Operations"]
activities: ["Support", "Documentation"]
tags: ["Summary", "Productivity", "CRM", "Handoff"]
owner: "Integration Team"
version: "1.5.0"
sourceUrl: "https://github.com/qiscus/conversation-summary"
compatibility: "Claude Code >= 1.0"
---

# Conversation Summary

> Skill that distills long customer conversations into structured key takeaways, decisions, and action items — ready to paste into your CRM or handoff notes.

## Overview

Conversation Summary reads a full customer conversation thread and produces a structured summary: what the customer asked for, what was resolved, what's still open, and next steps. It cuts average post-call wrap-up time significantly.

## Capabilities

| Capability | Description |
|---|---|
| Issue Extraction | Identifies the core customer issue from conversation context |
| Resolution Status | Determines whether the issue was resolved or escalated |
| Action Items | Lists concrete next steps with suggested owners |
| CRM Format | Outputs summaries in formats compatible with common CRM note fields |
| Multi-turn Support | Handles conversations spanning multiple sessions or agents |

## Install Steps

### 1. Install via Claude Code

```bash
claude skill install conversation-summary
```

### 2. Summarize a conversation

Paste the conversation thread, then run:

```
/summarize
```

### 3. Output to CRM format

```
/summarize --format crm
```

Need help? Contact the Customer Success Integration Team.