AI Frontdesk: Setting up conversation summaries by email

Valid for: AI Receptionist (plans from August 31, 2026) and AI Chat Assistant (Momentum AI)

After every conversation, your assistant sends a summary by email – including the subject line, a summary of the conversation, and, for calls, the caller’s phone number. This way, you and your staff are notified of an inquiry without having to open the interface. The number of recipients you can specify depends on the product you have ordered. If you have ordered only the AI Chat Assistant, the summary is sent to exactly one email address. If you have ordered the AI Receptionist, multiple contacts will receive it. The following steps show you how to specify the recipients.

Note

If AI Email Assistant is included in your contract, there is also the Daily email summary – once a day, an overview of what your assistant has done in your mailbox. It is independent of the summaries described in this article and is set up in the Email assistant section. For details, see the article AI Frontdesk: Setting up the daily email summary.

Open the assistant’s settings

Log in to your IONOS account.
Click on Menu > AI Frontdesk in the title bar.
In the contract overview, click on Manage in the tile for the contract you want.

In the navigation on the left, under Settings, click on Email summary. If AI Receptionist has been ordered, the entry is called Contacts, Call Forwarding & Email Summary. The section of the same name expands on the Configure assistant page. This is where you configure all the following settings.

Note

Your assistants share these settings: if you have ordered more than one of the products listed under Valid for above for your contract, the details you enter here apply to all of them.

Save a recipient address

Once the AI Receptionist has been ordered, you can specify the recipients via your contacts; there is no longer a single address field. Every person you save as a contact can receive the summaries at their own email address. This applies regardless of whether you also use the AI Chat Assistant.

Two details are sufficient for each contact: enter the person’s email address in the Email summary field and check the box next to Receive conversation summaries and the daily email digest. You’ll find both of these in the Add contact window, where you can create or edit a contact.

If you no longer wish a contact to receive summaries, simply uncheck the box and save your changes.

Note

For information on how to create, edit, and delete contacts, and how to specify when your assistant should put a call through, please see the article AI Frontdesk: Managing escalated call forwarding and contacts.

What the summary contains

For each conversation, your assistant sends an email containing two sections. The caller’s phone number is listed under Details of the customer inquiry. Below that is the Summary of the call box: the subject line and a few sentences explaining what the caller or visitor wanted and how your assistant responded – including whether it put the call through to a contact. At the end, there is a link to your IONOS account, where all conversations are available in full.

Chat and phone use the same template.

Notes

The Telephone number line appears in every summary. For a chat, it remains blank; for a call made via the website widget, it shows widget-call – in both cases, there is no caller phone number.
Your conversations are also available in the interface, under Conversations in the navigation on the left. There, for each call, you will also find the duration and, for forwarded calls, the result of the forwarding. For further information, see the article AI Frontdesk: Viewing call history.

Save changes

To apply your changes, click the Save button in the top right-hand corner. As long as you have not made any changes, the button is grayed out.