A daily summary of your customer messages: what your AI agent should tell you each day
Once an AI agent is answering your customers, you stop seeing every message, and that is the point. But you still need to know what happened. Who is waiting for you, which bookings and quotes need your hand, whether anyone complained, whether an account needs signing in again. A short daily summary covers all of it in two minutes, at a time that suits you. This guide explains what belongs in a good summary and what does not, three ways to get one depending on the AI agent you use, a format you can copy, example summaries for a café, a consultant and a clinic's front desk, and the limits worth knowing.
What a good summary is for
A daily summary has one job: to tell you what needs you. It is not a report of everything the agent did. A list of forty polite answers to opening-hours questions is reassuring the first week and noise after that.
So the summary should start with what is waiting for a person, then what needs a decision, then anything that went wrong, and finish with one line of numbers. If there is nothing waiting, the best summary is one line long: "Nothing needs you today."
What belongs in it
| Section | What it shows | Where the agent gets it |
|---|---|---|
| Waiting for you | Chats handed to a person and not yet answered | Conversations filtered to handed over and unanswered |
| Drafts to approve | Replies held for your OK, if you hold drafts | The list of replies waiting for approval |
| Decisions | Booking requests, quotes ready to price, refund questions | Conversations by tag, such as booking request or quote ready |
| Complaints | Any unhappy customer, and whether someone has replied | The complaint tag |
| Account health | Any account that needs signing in again or has stopped working | The health check for each connected account |
| Numbers | New conversations, replies sent, links opened | Usage, conversations and tracked links |
Everything in the third column is something Spaces lets your agent read: conversations with filters such as unread, unanswered, handed over, a tag or an owner; replies waiting for approval; whether each account is working; messages sent and room left today; and how many people opened each tracked link. Tags only appear if you use them, so if your summary feels thin, a few tags are usually the fix.
Three ways to get one
| Way | How it works | Good to know |
|---|---|---|
| Ask a chat app | Each evening, open ChatGPT, Claude or Grok and ask for your summary | Simple and flexible, but only happens when you ask |
| An always-on agent | Claude Code, Codex, OpenClaw or Hermes writes the summary at a set time | Arrives without you asking, takes a little more setting up |
| A Spaces routine | A routine on one connected account emails you a summary of unread messages on a schedule | Set content, not written by an AI, so it lists rather than explains |
Many owners use two of these: a routine email first thing, so nothing unread is missed overnight, and a fuller summary from their AI agent at the end of the day. Our guide on running Claude Code on a schedule covers the always-on route in detail.
Setting it up, step by step
- Pick the time you will read it. End of the working day suits most businesses, and first thing suits those who open early.
- Decide which sections you want from the table above. Start with waiting for you, decisions and account health.
- Copy the request further down and change the tags to your own.
- Ask your AI agent for the summary once by hand, and adjust the request until it fits on one phone screen.
- Save the request somewhere you can paste it each day, or set an always-on agent to run it at the same time.
- If you also want a morning email of unread messages, ask your agent to set up a Spaces routine that emails you a summary on a schedule.
A summary request to copy
Give me today's summary for all connected accounts, in this order.
Keep it short enough to read on my phone.
1. WAITING FOR ME: chats handed to a person and still unanswered.
Name, channel, one line on what they need, how long they've waited.
2. DRAFTS: anything waiting for my approval, one line each.
3. DECISIONS: chats tagged "booking request" or "quote ready".
4. COMPLAINTS: any chat tagged "complaint", and whether we replied.
5. ACCOUNTS: any account that needs signing in again or isn't working.
6. NUMBERS: new conversations by channel, replies sent, and how many
people opened each of our links today.
If a section is empty, leave it out. If everything is empty, just
say "Nothing needs you today."
Do not include message text from customers beyond one line each.Example: a café's summary
Names and details are examples.
WAITING FOR ME
- Hannah (Instagram): wants to book the back room for 14 on 6 Dec,
asked about a set menu. Waiting 3 hours.
DECISIONS
- 2 cake pre-orders for Saturday tagged "booking request".
NUMBERS
- 23 new conversations (Instagram 17, WhatsApp 6), 31 replies sent,
menu link opened 12 times.Three lines of action and one of numbers. The café owner rings Hannah, confirms the cakes and is done in ten minutes.
Example: a consultant's summary
Names and details are examples.
WAITING FOR ME
- Rachel Okoye (LinkedIn): asked for a proposal for a two-day
workshop in January. Waiting since this morning.
DRAFTS
- 1 reply to a new enquiry from Mark Lee (email), held for approval.
ACCOUNTS
- LinkedIn needs signing in again. Reconnect link ready if you want it.The account line is the one owners most often miss without a summary. A disconnected account means messages go unanswered until someone notices, so catching it the same day matters. Our guide on reconnecting an account after a sign-out explains what to do.
Example: a clinic's front desk
Names and details are examples.
WAITING FOR ME
- 2 patients asked clinical questions (WhatsApp), handed to the
practice nurse. Both answered by her this afternoon.
DECISIONS
- 4 appointment change requests tagged "booking change".
NUMBERS
- 41 new conversations, 52 replies sent.For a healthcare business, keep personal and clinical details out of the summary itself. One line saying a patient was handed to the nurse is enough. The detail stays in the chat, where only the right people read it.
Keep it private
- Send the summary only to you, or to the people who already handle those customers.
- Do not paste it into a group chat with friends, family or a wide staff group.
- Ask for one line per customer, never whole messages.
- For health, legal or money matters, use first names or initials in the summary and keep details in the chat.
Spaces' usage export, which counts messages and new conversations by day for each account, carries no message text at all, so it is safe to share with a bookkeeper or a business partner who only needs the numbers.
The honest limits
A summary is only as good as the tags and hand-overs behind it. If the agent never tags a booking request, the summary cannot show one. In the first weeks, check the summary against a quick look at your busiest channel now and then, and add tags where something slipped through.
A chat app writes the summary only when you ask, so on a day you forget, there is no summary. A routine's emailed summary arrives on its own but lists unread messages rather than explaining them. An always-on agent does both, but it needs a computer or server that is switched on at the time. None of these replaces a weekly look at a few full conversations, which our weekly review guide covers.
Common mistakes
- A summary of everything the agent did, so the one thing that needs you is buried.
- No account health line, so a signed-out account goes unnoticed for days.
- Reading the summary at a time you cannot act on it, such as late at night.
- Whole customer messages in the summary, shared more widely than they should be.
- Never changing the format. If you skip a section every day, drop it.
Summing up
A good daily summary tells you what needs you, in order: who is waiting, what needs a decision, any complaints, any account problems, then one line of numbers. Ask a chat app for it each evening, have an always-on agent send it at a set time, or add a routine that emails you a list of unread messages, and keep it short enough to read on your phone. Two minutes a day, and you will know your agent has everything else in hand.
Pricing
FAQ
Can my AI agent send me the summary automatically?
An always-on agent, such as Claude Code, Codex, OpenClaw or Hermes, can write it at a set time. A chat app such as ChatGPT, Claude or Grok only acts when you ask, so you open it and ask for the summary. A Spaces routine can also email you a summary of unread messages on a schedule.
What is the difference between a routine summary and one from my agent?
A routine sends set content on a trigger or a schedule, such as a list of unread messages. It is not an AI. A summary from your AI agent can explain what each chat needs and group them by what you have to do.
What time should I read it?
When you can act on it. End of the working day suits most businesses, so you can deal with anything waiting before you close. Early openers, such as cafés and gyms, often prefer first thing.
Will the summary show me how many sales came from messages?
It can show conversations, replies and how many people opened the links your agent sent. Whether a payment or booking followed is in your own payment or booking system, because Spaces does not connect to those.
Can I share the summary with my team?
Yes, with the people who already handle those customers. Keep it to one line per customer and leave sensitive details in the chat. For someone who only needs numbers, the usage export has no message text at all.
What if the summary says nothing needs me but I know a customer is waiting?
Find the chat and check its tags and whether it was handed over. Usually the agent answered it, or it was never tagged. Add a tag or a hand-over rule to the brief so it shows up next time.
Does it work across all my channels?
Yes. Ask for the summary across all connected accounts and the agent can check each one. A routine belongs to one connected account, so for a routine email you set one up per account.
Do I need a card to try this?
No card is needed to start. The Free plan has 1 account and 25 actions a day until you add a card, then 50 a day. You stay on the Free plan. Pay as you go is only for when you want it.