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
claude skill install conversation-summary2. Summarize a conversation
Paste the conversation thread, then run:
/summarize3. Output to CRM format
/summarize --format crmNeed help? Contact the Customer Success Integration Team.