AI Templates

What Are AI Templates?

AI Templates are prompts you create to guide how AI summarizes your recordings. Instead of a generic summary, you can tailor the output to match your workflow, preferred structure, and level of detail.

Each template can include multiple titles and prompts to structure the AI-generated summary.

Steps to Create an AI Template

Note

📌 Note: Only users with the Owner or Manager role can create and edit AI Templates.

1. Click Settings

2. Navigate to Data Setup

3. Select AI Templates

4. Click +New

5. Fill out the following fields:

   • Name – A clear title for your template
   • Description – A brief explanation of what the template is used for
   • Titles and Prompts – Add one or more titles, each with an associated prompt.

6. Click Save

How to Apply an AI Template

1. Record a conversation, meeting, or note using the Recording feature
2. To apply a specific template, click the dropdown arrow next to AI Summarize and select the desired AI Template

The AI automatically generates a summary based on your template’s instructions. The summary is added as a note on the contact’s record, and you receive an email notification when it has been added.

Tips for Writing Effective Templates

• Be specific about what to include (e.g., action items, decisions)
• Use clear structure (sections or bullet points)
• Define tone and level of detail
• Refine your template over time

Example Template

Titles and Prompts:

• Key Points

  Summarize the main discussion points from this recording.

• Decisions Made

  List any decisions agreed upon during the conversation.

• Action Items

  Include tasks, assigned owners, and deadlines. Keep the summary concise and structured.

Summary

AI Templates help turn your recordings into consistent, structured, and actionable summaries tailored to your workflow.