Manage the Template Library for AI-powered Summaries

The Templates Library includes a set of pre-built templates that are designed by AudioCodes for use by most organizations. When enabled, Interaction Insights web portal users can select these templates to generate AI-powered summaries.

You can access the templates library at the global level or for a specific service tenant:

■

Global template library

■

Tenant-specific template library

At the global level, template settings apply to all tenants of the customer instance. Templates can be enabled or disabled for a service tenant.

When you upload a template, you can assign it to a sector, which is a logical group that helps users find related templates. Sector names are user-defined. For example, you might group templates for the sales team under "Sales", and templates for human resources under "HR".

You need to enable a template for it to become available to your tenant.

➢

To view the global template library:

1.

Open the Interaction Insights service's Tenant Management portal.

2.

In the navigation pane, under AI Settings, select Templates Library; a list of the library templates is shown.

➢

To enable or disable library templates for a service tenant:

1.

Open the Interaction Insights service's Tenant Management portal and click the relevant tenant name.

2.

In the navigation pane, under AI Settings, select Templates Library; the list of the library templates is shown for the tenant.

3.

Select the relevant templates and enable or disable them as required.