# Get quick context with AI-generated summaries

> AI Summaries automatically generate short, helpful overviews of items in a customer's timeline, such as conversations, the customer's profile, & custom objects.

Source: https://help.kustomer.com/en_us/ai-generated-summaries-HkklW4Rkl

Last updated: 2026-06-22T13:23:21.829Z

AI Summaries automatically generate short, helpful overviews of items in a customer's timeline, including conversations, the customer's profile, and custom objects (KObjects). You can also turn on conversation handoff and close summaries to give agents a quick snapshot of a conversation when it's reassigned or closed.

**Who can access this feature?**

**User types**

Agents can view AI Summaries on a customer's timeline.

  

See this article to [learn how to set up AI Summaries](https://help.kustomer.com/set-up-ai-summaries-BkESHdVmee) for your teams.

### In this article

*   [How do AI summaries work?](#how)
*   [FAQ](#faq)

### How do AI Summaries work?

Once turned on, AI Summaries are generated automatically based on the information stored in Kustomer. They focus on key attributes you define, such as conversation topics, customer status, or KObjects, and appear directly in the customer timeline to help agents see key information upfront.

**When are summaries created?**

*   **Customer summaries**  
    Generated when at least one conversation for that customer is marked as Done. They draw from the five most recent conversations and custom object (KObject) summaries to provide context.

![](https://cdn.kustomerhostedcontent.com/media/570fad9d9001bc1000163b28/04ff832d1858e9fdd90c62146b56d334.png)

*   **Conversation summaries**  
    Begin generating when an agent is assigned to the conversation. They draw from messages within the conversation, as well as internal notes. They update automatically when the conversation is snoozed or marked as Done.

![](https://cdn.kustomerhostedcontent.com/media/570fad9d9001bc1000163b28/b90c10d946c2e16bdffbb0dad9b40232.png)

*   **Handoff summaries**  
    Generated in a note when the conversation is assigned to another agent. They draw from messages within the conversation, as well as internal notes.

![](https://cdn.kustomerhostedcontent.com/media/570fad9d9001bc1000163b28/0bfd157c639986c12e71ec72c21b51f4.png)

*   **Closing summaries**  
    Generated in a note when the conversation is marked as Done. They draw from messages within the conversation, as well as internal notes.

![](https://cdn.kustomerhostedcontent.com/media/570fad9d9001bc1000163b28/2cb7e496f211df206a89acd4156ba3d3.png)

*   **KObject summaries**  
    Generated for the custom object(s) you select. Internal comments are included in these summaries.

![](https://cdn.kustomerhostedcontent.com/media/570fad9d9001bc1000163b28/da8a3c9794993968cfb00847a570e46d.png)

You can also manually generate a customer, conversation, or KObject summary at any time by going to **Options** and selecting **Generate summary**. The summary will contain the latest information available.

![](https://cdn.kustomerhostedcontent.com/media/570fad9d9001bc1000163b28/32cdc7b69cf16425bb91d524a9d15a0e.png)

To refresh an existing summary, go to the **Options ![](https://cdn.kustomerhostedcontent.com/media/570fad9d9001bc1000163b28/50d848c37cb29d4e91bdb2407091c8b8.png)** menu for the customer, conversation, or KObject and select **Refresh summary**.

**Note:** This option only appears if you have an existing summary.

### **Delete AI Handoff and Closing Summaries via the API**

Handoff Summaries and Closing Summaries are stored as notes in the conversation timeline. They are created by system users named `AI_Handoff` (for handoff summaries) and `AI_Closing` (for closing summaries).

To delete a summary, use the Kustomer Notes API:

1.  Query the conversation's notes using the [Get Notes API](https://developer.kustomer.com/kustomer-api-docs/reference/getnotesfororg).
2.  Filter for notes created by the `AI_Handoff` or `AI_Closing` system user.
3.  Delete the note using the standard note delete endpoint.

There is no option to delete Handoff or Closing Summaries from the Kustomer UI.

****Note:**** PCI redaction workflows that run on conversations do not extend to AI-generated summaries. AI Handoff Summaries are generated separately by the summarization process and may include sensitive data that was redacted in the conversation timeline.

  

### FAQ

**Q. Does the AI retroactively summarize conversations?**

No. Any conversations that were snoozed or marked as done _before_ turning on the AI summary feature will not be automatically summarized. You can manually generate summaries for these conversations, if needed.

**Q. Can the summaries be translated into another language?**

Yes, summaries are automatically translated to the user's language in Kustomer settings.

**Q. How long will summaries stay visible?**

Summaries will remain on the customer, conversation, or KObject for 60 days after they're generated. You can regenerate a summary at any time, which resets the 60-day period.

**Q. Are handoff and closing summaries generated every time a conversation is reassigned or closed?**

No, these summaries are only regenerated if new messages from the customer are received after the last summary was created. If a conversation is reassigned or closed without any new customer messages, a new summary will not be generated.

**Q. How do I configure the summary notifications I'm receiving?**

You can control notifications for handoff and close summaries by adjusting your personal notification settings. Go to **Settings > Personal > Notifications**, then update the settings for **Someone to add a note to a customer I follow** **or a conversation I'm assigned to**. This setting applies to the AI-generated summaries as well.

![](https://cdn.kustomerhostedcontent.com/media/570fad9d9001bc1000163b28/4d567a61d182e2fbd922fda1d658c2cc.png)
