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@18alantom 18alantom commented Oct 15, 2025

What

Adds on demand Activity Summarization. Otto needs to be installed on the bench for it to work.

Future PR/Pending

This PR is 80% there, a few more things need to be done to improve the experience:

  1. Monospace, markdown highlighted text input for the guidelines field.
  2. Dynamic toast, same toast should be maintained until the summarization is generated. Toast should scroll summary snippets as it's generated.
  3. Differentiate summary box (right now looks a little like a comment).
  4. Improve default summary guidelines, better formatting, tone, sentiments, etc?
  5. Scroll summary into view after generation, should be working rn, seems like a Helpdesk bug.

Settings Section

  1. Adds page to Helpdesk Settings to configure Otto settings:
    Screenshot 2025-10-15 at 16 49 15
  2. Feature specific settings can be accessed under Features:
    Screenshot 2025-10-15 at 16 49 22

Usage

Summary generated on demand when summarize is clicked:
Screenshot 2025-10-15 at 16 46 28

Summary is added to the activity sequence:
Screenshot 2025-10-15 at 17 01 36

Todo

Ritvik

  • UI => Icon of box, Button placement + design of the SummaryBox + how many times summary shown and generated, last summary show, and hide icon if summary is the last history.

Alan:

  • isDirty flag situation
  • Unavailable Model validation
  • Handle no keys set
  • Match styles with other settings
  • Update icon in settings

Closes: #2198

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Pull Request Overview

This PR introduces Activity Summarization functionality for Helpdesk tickets using Otto (an AI service). The feature allows users to generate on-demand summaries of ticket activities, which are then displayed in the activity timeline.

  • Adds Otto integration for AI-powered features with configurable settings
  • Implements activity summarization with customizable guidelines and LLM selection
  • Creates UI components for displaying summaries and managing Otto settings

Reviewed Changes

Copilot reviewed 18 out of 19 changed files in this pull request and generated 4 comments.

Show a summary per file
File Description
helpdesk/helpdesk/doctype/hd_ticket/api.py Adds summaries to ticket activities retrieval
helpdesk/helpdesk/doctype/hd_settings/hd_settings.json Adds Otto configuration fields to settings
helpdesk/api/otto/*.py Core Otto integration modules for utils, types, and summarization
desk/src/types.ts Adds Summary and SummaryActivity type definitions
desk/src/composables/otto.ts Creates composable for Otto feature flags
desk/src/components/ticket/*.vue Updates activity display to include summary components
desk/src/components/ticket-agent/*.vue Adds summary box component and activity panel updates
desk/src/components/icons/*.vue Adds new icons for summarization and bot features
desk/src/components/Settings/Otto/*.vue Creates Otto settings configuration interface
desk/src/components/CommunicationArea.vue Adds summarize button with real-time progress tracking

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@18alantom 18alantom force-pushed the otto-summary branch 2 times, most recently from a7ba19f to d3746bd Compare October 15, 2025 12:00
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Pull Request Overview

Copilot reviewed 18 out of 19 changed files in this pull request and generated 3 comments.

Comments suppressed due to low confidence (1)

desk/src/components/Settings/Otto/Otto.vue:1

  • TODO comment should be addressed or moved to a proper issue tracker for future implementation.
<template>

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18alantom and others added 5 commits October 16, 2025 17:09
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Ticket Summary

3 participants