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: Only users with the Owner or Manager role can create and edit AI Templates.
Click Settings
Navigate to Data Setup
Select AI Templates
Click +New
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.
Click Save
How to Apply an AI Template
Record a conversation, meeting, or note using the Recording feature
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.