> Every AI Demo Agent conversation gets a summary, topics, buying intent, unanswered questions and an optional recap email to the visitor.

Canonical: https://livedemo.ai/docs/ai-demo-agent/conversation-insights/

# Conversation Insights

When a visitor talks to your AI Demo Agent, LiveDemo writes up the conversation for you. You don't have to read transcripts to know what happened.

## What you get for every session

| Insight | What it is |
| --- | --- |
| **Summary** | 2–4 sentences: who the visitor is, what they wanted, what they saw |
| **Topics** | Short tags such as `SSO`, `pricing`, `Salesforce integration` |
| **Intent** | `high`, `medium` or `low` buying intent |
| **Unanswered questions** | Questions the agent could not answer from your knowledge |
| **Qualification answers** | Values the visitor shared, such as team size or role (see [Qualification & Booking](https://livedemo.ai/docs/ai-demo-agent/qualification-and-booking/)) |

## When insights are written

- **When the session ends.** The visitor hangs up, or the session has been idle for 5 minutes (most visitors just close the tab). Change the idle time in the agent editor under **Settings → Session summary** (5 to 60 minutes, in steps of 5).
- **During long conversations.** The summary is refreshed every 8 messages. The agent itself reads this summary, so it remembers what was said earlier in long chats.

## Where to find them

Open **Analytics → AI Agents**:

- The **Sessions** table has **Summary** and **Intent** columns. Tags also mark sessions as **qualified** and **booked**.
- Click a session to open the drill-in. You'll see the summary, topics, recorded answers, unanswered questions, recap views, the session replay, the full transcript and the emails sent for that session.
- In **Analytics → Leads**, click **Emails sent** on an agent lead to see every summary email that lead received.

Links called **Replay** in Slack messages, webhooks and HubSpot notes open this drill-in directly.

## What happens next

When a session ends, LiveDemo also:

- sends a `session.ended` event to your [webhooks and Slack](https://livedemo.ai/docs/ai-demo-agent/webhooks-and-slack/);
- if **summary emails** are on and the visitor left an email, emails them a recap (see below);
- if HubSpot is connected and the visitor left an email, creates or updates the HubSpot contact and adds a note with the summary, demos watched, qualification answers and replay link (see [Integrations](https://livedemo.ai/docs/guides/integrations/)).

## Summary emails

Send visitors a recap of their conversation automatically.

1. In workspace **Settings → Email communications → Session summary emails**, choose how emails are sent:
   - **Disabled** (default): no summary emails.
   - **LiveDemo email**: sent from `support@livedemo.ai` as "*Agent name* via LiveDemo". Nothing to set up.
   - **Your SMTP server**: sent from your own address. Enter host, port, username, password and from email (and optionally a from name and reply-to), then click **Send test email**.
2. Open the agent and go to **Settings → Session summary**.
3. Turn on **Email the summary to the visitor when an email was captured**.
4. Edit the subject and body, click **Preview**, then **Save template**.

How it works:

- The email goes out once, when the session ends, and only if the visitor shared an email (lead form or during the chat).
- The summary in the email is written to the visitor ("you asked about…"), not the sales summary your team sees.
- Every email has an unsubscribe link. Visitors who unsubscribe get no more summary emails from your workspace.
- Your SMTP password is stored encrypted and is never shown again after saving.
- Templates are plain text. Blank lines start a new paragraph and links become clickable.

| Placeholder | Value |
| --- | --- |
| `{{firstName}}` | Visitor's first name, or "there" |
| `{{name}}` | Visitor's full name |
| `{{agentName}}` | Your agent's name |
| `{{summary}}` | Visitor-facing summary |
| `{{topics}}` | Topics discussed |
| `{{demos}}` | Demos the visitor watched |
| `{{recapUrl}}` | Link to the [recap page](https://livedemo.ai/docs/ai-demo-agent/recap-page/) |
| `{{bookingUrl}}` | Your booking link |
| `{{agentLink}}` | Link to your agent, so the visitor can come back and chat again |

A line is skipped when all its placeholders are empty. For example, `Demos you watched: {{demos}}` disappears when no demo was opened.

Every email sent (or failed) is listed under **Settings → Sent summary emails**, in the session drill-in and per lead in **Analytics → Leads**. Click one to see exactly what was sent.

Unanswered questions from all sessions feed the [Knowledge Gaps report](https://livedemo.ai/docs/ai-demo-agent/knowledge/#knowledge-gaps).

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Next: [Qualification & Booking](https://livedemo.ai/docs/ai-demo-agent/qualification-and-booking/)