> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ycloud.com/llms.txt
> Use this file to discover all available pages before exploring further.

# AI Copilot

> Use AI to assist and improve your efficiency

## AI Summary

There are frequent conversation handovers between human agents or from an AI Agent to a human agent. The receiving agent needs enough context to continue helping the customer. AI Summary extracts a structured summary from the conversation so the agent can review it quickly.

### Summary during conversation handover

Use summaries for human-to-human and AI-to-human handovers.

#### **Manual summary**

When a conversation is handed over, the receiving agent will see the \[AI Summary] button next to the system handover log. If you need AI to summarize the current conversation content, you can manually click this button to trigger AI Summary.

<Frame caption="Select AI summary below the conversation to generate a handover summary.">
  <img src="https://mintcdn.com/lchnan/INCfGITGB_rYG20v/product-assets/inbox/ai-copilot-summary-entry-blurred.png?fit=max&auto=format&n=INCfGITGB_rYG20v&q=85&s=dd41617a44427274d5ef089039395253" alt="Inbox conversation with the AI summary button highlighted and phone numbers softly blurred" width="1773" height="887" data-path="product-assets/inbox/ai-copilot-summary-entry-blurred.png" />
</Frame>

You can click the \[AI summary] button to regenerate, or click the \[Noted] button to collapse the summary.

<Frame caption="Review and save the generated conversation summary.">
  <img src="https://mintcdn.com/lchnan/INCfGITGB_rYG20v/product-assets/inbox/ai-copilot-summary-expanded-blurred.png?fit=max&auto=format&n=INCfGITGB_rYG20v&q=85&s=bc586baa19f8384a7acbf729f7754b09" alt="Expanded AI-generated conversation summary with Save and Cancel controls and phone numbers softly blurred" width="1776" height="886" data-path="product-assets/inbox/ai-copilot-summary-expanded-blurred.png" />
</Frame>

#### **Automatic summary**

Open **Inbox settings** using the gear at the top of the left sidebar, then select **AI Copilot**.

<Frame caption="Open Inbox settings using the gear at the top of the left sidebar.">
  <img src="https://mintcdn.com/lchnan/rmZYWVwRdpR7TJaI/product-assets/english-help-context-2026-09-23/inbox-personal-settings-entry-context-annotated.svg?fit=max&auto=format&n=rmZYWVwRdpR7TJaI&q=85&s=449c3fb84419a7f8428441df7af5172a" alt="Full Inbox with the settings gear at the top of the conversation sidebar." width="3024" height="1656" data-path="product-assets/english-help-context-2026-09-23/inbox-personal-settings-entry-context-annotated.svg" />
</Frame>

Turn on **Auto-summarize conversations upon transfer** to automatically summarize conversations transferred to you.

<Frame caption="Open AI Copilot and use Auto-summarize conversations upon transfer.">
  <img src="https://mintcdn.com/lchnan/rmZYWVwRdpR7TJaI/product-assets/english-help-context-2026-09-23/ai-copilot-transfer-settings-context-annotated.svg?fit=max&auto=format&n=rmZYWVwRdpR7TJaI&q=85&s=1bd75f5b077d65fac336c2b86709b26d" alt="Personal settings AI Copilot page with automatic transfer summaries switched off." width="3024" height="1656" data-path="product-assets/english-help-context-2026-09-23/ai-copilot-transfer-settings-context-annotated.svg" />
</Frame>

### Summary at the end of a conversation

This is mainly for supervisors viewing conversation summaries.

#### **Manual summary**

At the end of a conversation, manually click the \[AI summary] button in the conversation that needs to be summarized to trigger AI Summary.

<Frame caption="Select AI summary below the closed conversation to generate a summary.">
  <img src="https://mintcdn.com/lchnan/rmZYWVwRdpR7TJaI/product-assets/english-help-context-2026-09-23/ai-summary-closed-entry-context-annotated.svg?fit=max&auto=format&n=rmZYWVwRdpR7TJaI&q=85&s=710fd87f830fa497f01577ece793f431" alt="Full Inbox showing AI summary below a closed demo conversation." width="3024" height="1656" data-path="product-assets/english-help-context-2026-09-23/ai-summary-closed-entry-context-annotated.svg" />
</Frame>

#### **Automatic summary**

In Settings at the lower left of the page, find the Inbox AI Copilot menu and turn on automatic summary when a conversation is closed. This setting takes effect globally. Once enabled, all conversations in Inbox will automatically generate an AI Summary when closed.

<Frame caption="Find Auto-summarize conversations upon closure under Settings > Inbox > AI Copilot.">
  <img src="https://mintcdn.com/lchnan/rmZYWVwRdpR7TJaI/product-assets/english-help-context-2026-09-23/ai-copilot-closure-settings-context-annotated.svg?fit=max&auto=format&n=rmZYWVwRdpR7TJaI&q=85&s=3f6f58deb6c2ba77df13ba59cd851be5" alt="Full Settings Inbox AI Copilot page with automatic closure summaries switched off." width="3024" height="1656" data-path="product-assets/english-help-context-2026-09-23/ai-copilot-closure-settings-context-annotated.svg" />
</Frame>

### Notes

1. Insufficient AI Credits may cause summary generation to fail, so please monitor your balance;
2. AI Summary automatically determines your business scenario and generates either a pre-sales summary or an after-sales summary based on the conversation content.


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