Zeplyn Templates
Standard templates help capture specific types of information based on the questions or topics they cover. Some common templates include:
Compliance – Tracks general compliance-related questions and notates whether they were discussed.
Life Events – Identifies and records discussions related to major life events.
Numerical Data – Captures any numerical data mentioned during the meeting.
Custom Templates
Companies can request custom templates tailored to their needs. If your team requires a specific template, reach out to support@zeplyn.ai to discuss customization options.
For additional questions, please reach out to support@zeplyn.ai.