---
schema_version: "1"
id: 108156f3db80940c653ce9cccb49f1da11cd16c1265efc92efa6d63d7f7fdd15
title: Marketing | Summarize Conversations
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ai/264-0-0/copilot_actions_ref_summarize_conversations.md
canonical_url: https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_summarize_conversations.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 24d3a7b9dffa43303630225b212dd393ea5ac16cc568742a4fa71a0d5c089194
description: Generates a summary of recent sales conversations for leads or contacts.
products:
  - Agentforce
  - Cross Cloud
release: "264"
---
# Marketing | Summarize Conversations

Generates a summary of recent sales conversations for leads or contacts.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Salesforce <strong class="uicontrol">Enterprise</strong> and <strong class="uicontrol">Unlimited</strong> Editions with Marketing Cloud <strong class="uicontrol">Growth</strong> or <strong class="uicontrol">Advanced</strong> Edition</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
      <colgroup>
        <col style="width:50%">
        <col style="width:50%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="col" class="slds-cell-wrap" style="text-align:center;vertical-align:top;" id="d173124e64">User Permissions Needed</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d173124e67">&nbsp;</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d173124e64 d173124e67 ">See <a href="https://help.salesforce.com/s/articleView?id=ai.agent_actions_common_perms.htm&amp;type=5&amp;language=en_US" target="_blank">Common User Access for Standard Agent
              Actions</a>.</td>

        </tr>
      </tbody>
    </table>

## Action Details

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <tbody>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">API Name</td>

            <td class="slds-cell-wrap" style="vertical-align:top;">SummarizeConversations</td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">Action Type</td>

            <td class="slds-cell-wrap" style="vertical-align:top;">Standard Action</td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">Reference Action</td>

            <td class="slds-cell-wrap" style="vertical-align:top;">
              <p>Marketing Cloud: Summarize Conversations</p>
              <p style="margin-bottom:0;">(SummarizeConversations)</p>
            </td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">Does this action execute one or more prompt templates?</td>

            <td class="slds-cell-wrap" style="vertical-align:top;">No</td>

          </tr>
        </tbody>
      </table>