How to Edit a Summary Template
To customize the summary template for a specific meeting type, follow these steps:
Go to Settings – Navigate to the Settings section in your Kickscale account.
Open Analysis Configuration – In the settings menu, select Analysis Configuration.
Select the Meeting Types Tab – Click on the Meeting Types tab to see a list of all available meeting types.
Choose a Meeting Type to Edit – Find the meeting type for which you want to customize the summary and click Edit.
Go to the Summary Templates Tab – Once inside the meeting type settings, select the Summary Templates tab.
Edit the Template – Modify the template to structure your summary as needed. You can define how the AI should insert information using [Instruction] placeholders.
Adjust for Every Relevant Language – If you operate in multiple languages, make sure to customize the template for each language separately.
Example Summary Template
Here’s an example of how you can structure your summary template using placeholders:
Customer Participants: [Insert a list of participants on the customer side, including their position in the company]
Summary:
[Insert a bulleted list of the key insights from this conversation]
Next Steps:
[Insert a bulleted list of the next steps to be taken]
Outcome:
[Describe concisely in one sentence what the outcome of the meeting was]
Tips & Best Practices
Be clear and specific – Use well-defined instructions to ensure the AI extracts the right information.
Use bullet points – This makes summaries easier to read and digest.
Test your template – Run a few test meetings to verify that the generated summaries match your expectations.
Maintain consistency across languages – Ensure that all language versions of the template follow the same structure.
Need Help?
If you need assistance with customizing summary templates, feel free to reach out to our support team at support@kickscale.com.