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Conversational Analytics Module 03

AI Chat Summary

LINE conversations become a clean ledger of what was actually agreed.


A LINE OA is where most Thai sales conversations actually happen. AI Chat Summary captures that traffic, scopes it to the right customer, and gives your team a daily ledger of agreements and open questions.

If a sales conversation happens in chat and nobody summarises it, did the deal really move?

Why scope matters

The AI side-panel is scope-aware: at /crm/customers/[id] it answers about that customer; at /inventory it answers about stock. It does not pull context from sibling pages or other modules unless explicitly granted — the scope tag is set on the conversation and is immutable after the first turn.

Auditable by design

Raw webhook events are persisted. Approval state is logged. The activation code carries through active / claimed / approved without resets, so an auditor can reconstruct who connected what, when.

What you get 4 items

LINE OA ingestion

One reusable activation code works across many LINE groups. Signed webhooks; raw events persisted; auditable end-to-end.

Per-group, per-customer summaries

Each group's daily summary lands on the linked customer record. Sales teams see what was promised without scrolling chat history.

Approvals + room mapping

Pending groups surface in an Approvals page with refreshed names from LINE. Once approved, every summary is tagged to the right customer.

Scope-aware AI side-panel

Page / Module / Global scope. Ask the panel a question on /crm/customers and it knows it's a CRM question, not an Inventory one.

Compose with 03 modules
Frequently asked 03
What about WhatsApp and Facebook?

Connectors page already lists Facebook and WhatsApp as upcoming. LINE is the production target for the Thai SME segment.

Can the AI panel write back into the data?

Yes, through tool-use endpoints — but only within the user's tenant, role permissions, and active scope. RBAC is checked on every tool call.

Is there a way to keep an old summary out of the AI?

Yes. Summaries can be archived; the AI's retrieval layer respects the same archived/deleted flags as the UI.

[06] · FREE TRIAL // 45 DAYS RISK-FREE SET UP < 1H
Free trial

Start with a 45-day free trial.

Open the ERP, connect a LINE account, upload a voice note. If it doesn't save your team time in the first week, cancel any time inside the 45-day window and the card is never charged. Card required at signup. No call needed.