Watch: How to read the AI summary of a long text conversation in SalesThumb (0:44)
Once a conversation with a customer runs long, SalesThumb adds a short AI recap above the messages so you can catch up without reading the whole thread. Real AI summaries are on the Growth plan and up. Here's what the card is, where to find it, and how to read its priority badge.
When it shows up
The summary card only appears once a conversation has 8 or more messages, counting both directions. Shorter threads don't get one, and there's nothing to configure. Once a thread crosses that line, the card appears the next time you open it.
Where to find it
SalesThumb opens a conversation scrolled to the newest message at the bottom. The summary card sits above the very first message, so on a long conversation it's out of view until you scroll all the way up. If you don't see it, scroll up first.
In the mobile app, the card appears at the top of the conversation too. If you haven't agreed to AI features on your phone yet, it shows a Summarize this conversation button first.
What's on the card
At the top: a small sparkle icon, "AI summary," and how many messages it covers, for example "AI summary · 12 messages." On a very long thread, the recap is based on the most recent 40 messages.
Below that:
- A 1-2 sentence recap of what the conversation covers.
- A priority badge in the corner (see below).
- A line starting with "Suggested next:" with one short suggestion. It's plain text, not a button. It doesn't draft a reply.
Reading the priority badge
- Low priority: gray.
- Normal: blue. This also shows when SalesThumb can't tell one way or the other.
- Urgent: red. For threads where the customer sounds unhappy, missed an appointment or is waiting on a same-day answer. A long back-and-forth about scheduling won't turn urgent just because it's long.
Which plans include it
Real AI summaries are on the Growth plan and up, the same as AI reply drafts. On lower plans, a long conversation still shows the card, but with a generic placeholder recap: "Long-running conversation about scheduling and quote details — see latest message for the most recent ask," a "Reply to the customer's latest message" suggestion and a Normal badge. That placeholder doesn't come from reading the thread.
If the recap looks generic
If you're on the Growth plan or up and a recap reads like that generic placeholder, the AI call didn't complete. The most common reason is that your shop has used its monthly AI allowance. See AI Booster credits for how that allowance works and how to add more.
Need help? Email info@roffik.com.
Frequently asked questions
Q: Why don't I see an AI summary on this conversation?
A: It only appears once a conversation has 8 or more messages. If the thread qualifies, scroll to the very top. The card sits above the first message.
Q: What makes a conversation show as "Urgent" instead of "Normal"?
A: Urgent is for threads where the customer seems unhappy, missed an appointment or is waiting on a same-day answer. Length alone doesn't trigger it.
Q: Does clicking "Suggested next" do anything?
A: No. It's plain text with a one-line suggestion. It doesn't draft a reply or take any action.
Q: Do I need a specific plan to see the AI summary?
A: Real AI summaries are on the Growth plan and up. Lower plans see a generic placeholder recap instead.
Q: Why does the summary sometimes read generic instead of specific to the conversation?
A: Either your plan is below Growth, or the AI call didn't complete, most often because your shop's monthly AI allowance is used up.