Get the input
When a customer conversation is ready, summarise it and attach it as a note to the contact.
Your sentenceConversation → summary
For example the text of a form response, a conversation from Peak Conversations or an incoming invoice.
Peak Automations · Agent as a step
The Agent reads along.
You decide what comes of it.
Inside an automation, one step can ask the Peak Agent to classify, summarise, extract fields or draft a text. The result goes to the next step. The Agent does not act freely, and anything that goes outside waits for your approval.
Local example · fixed answers · no model call
SENTENCE BEFORE FLOWYour sentence.
Your sentence.
An automation you can check.
02 / The visible flow3 example steps
Conversation → summary
Why: The note stays inside Peak One. Nothing goes outside, so a passed test is enough.
- 01Trigger: conversation ready in Peak Conversations
- 02Step 1: AI step “Summarise” with the key points
- 03Step 2: note on the contact with the summary
02 / How an AI step works
One step in the flow, not an actor of its own.
The AI step is a building block like any other: it gets input from the trigger and returns a result you can check.
02 / Visible flow
Through the AI Gateway
- 01Example step
Trigger: conversation ready in Peak Conversations
- 02Example step
Step 1: AI step “Summarise” with the key points
- 03Example step
Step 2: note on the contact with the summary
Pass on the result
A topic, a summary, fields or a draft go to the next step, such as a task or a note.
Your review is still open.
These marks activate nothing.Proposal and activation stay separate
What the Agent does not do here.
No free agent
The Agent plans no steps of its own and calls no tools by itself. It fulfils exactly the one task of the step.
Your sentence→Fixed rule→Example steps
The sculpture illustrates the flow. It is not a product interface.
The sculpture illustrates the flow. It is not a product interface.Drafts stay drafts
A drafted text is not sent silently. A Gmail send after it waits for a confirmation or an approval.
- Activation
- Only after a passed test
- Rights
- Roles in the workspace
No substitute for judgement
Classifications and summaries can be wrong. Decisions about people, money or contracts are made by a person.
ProposalActivation
The next step
Build in the Agent, keep control.
Start Peak Automations and add an AI step to a flow that summarises or classifies.
Use an AI step in an automationPeak Automations · Agent as a stepWhat is it about?
Local example · fixed answers · no model call
Frequently asked questions
Does the Agent act autonomously?
No. Today there are AI steps inside a flow, not autonomous agents.
Which model does it use?
Every AI step runs through the Peak AI Gateway, rules first and within budget limits.
Is an AI result passed on unchecked?
Risky follow-up steps wait for a confirmation or an approval.