The first agent Moneypenny AI creates for you at sign-up already has Email summary switched on, sent to the email address you signed up with. Open the After the call tab to change the address, add more recipients, or switch it off — then Publish changes.
The two summaries
- Email summary — the full picture: who called, what they needed, and any details your agent collected.
- Text message summary — a short version of the same summary, sent to a mobile. Handy for whoever’s on the move.
If a call was passed to one of our receptionists, the summary says so in its first line. It’s the only message you get about a hand-off, so if you want to know when one happens, keep a summary switched on.
Set it up
1
Turn a summary on
Use the switch on the Email summary card, the Text message summary card, or both.
2
Add recipients
Enter an email address or a mobile number. Click Add another for each extra recipient — each summary keeps its own list, so the email can go to the office inbox while the text goes to whoever’s on call.A text summary has to go to a mobile. Some numbers can’t receive a text message at all — a UK number starting 09, 084, 087 or 070, or a US 900 or 976 number — so if you enter one, the field asks you to choose a different number, and you’ll need to before you can publish.
3
Publish your changes
Like every edit, this saves to your draft first — click Publish changes to make it live. A summary that’s switched on needs at least one valid recipient before you can publish.
The summary is the highlights. The full record of every call — the transcript, captured details and summary together — is always saved with the conversation, whether or not you send summaries.