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Overview

The Send Conversation Summary tool enables your AI assistant to capture a summary of the conversation and deliver it to your clients (or your team) via email, SMS, or any notification channel. This keeps stakeholders informed about what was discussed without manually reviewing transcripts.
Conversation Summary custom tool

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How It Works

1

Create a Custom Field in GoHighLevel

Go to Settings > Custom Fields in your GHL sub-account and create a new field called conversation_summary (type: Multi-line Text).
2

Create a Data Extraction in Assistable

In your AI assistant, set up a custom Extraction tool that automatically populates the conversation_summary custom field with an AI-generated summary of the conversation.
3

Build a GoHighLevel Workflow

Create a workflow triggered by a specific event (e.g., Appointment Booked):
  1. Add an SMS or Email action
  2. Include the custom field variable: {{contact.conversation_summary}}
  3. The client receives a summary of what was discussed

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Example Workflow

After a booking call, your client receives:
“Summary: John called about a roof inspection at 54 State St. He prefers morning appointments and has a budget of $500. Appointment booked for Tuesday 10am.”
This pairs well with the Transcript Workflows guide for sending full conversation transcripts.

Transcript Workflows

Send full conversation transcripts

Data Extraction

Extract data automatically

Auto-Populate Fields

Auto-fill custom fields

Custom Tools Overview

Custom tool fundamentals