Adding and Enabling Template-based AI-powered Summaries
You can enable AI-generated summaries to conform to a custom layout template. Templates are especially useful for organizations requiring their meeting summaries yo adhere to a specific format. For example, the organization may want the summary to be categorized using specific terms such as 'Meeting Agenda', 'Main Concerns', and 'Wishful Goal'.
This section describes how to upload a custom AI template file (JSON file format).
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To add and enable template-based AI-powered summaries: |
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In Live Platform interface, open the Services page (Topology > Services). |
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From the 'Service Actions' drop-down list, choose Meeting Insights > Open Management Portal; the Tenant Management page opens. |
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Select a tenant to whom you want to add AI custom templates. |
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In the left navigation menu, under AI Settings, click Custom Templates: |
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Click Add New Template; the following dialog box appears: |
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Under Prompt Flow, drag the template file (JSON format) into the box, or click the box and browse to and select the file; the file is uploaded and the following fields are automatically populated (and can be modified): |
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Template Name: Name of the template (e.g., Municipal Committee), which is obtained from the "name" field in the uploaded JSON file. |
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Description: Description of the template, which is obtained from the "description" field in the uploaded JSON file. |
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(Optional) From the 'Sector' drop-down list, type the sector for which the template is applicable (e.g., Sales). This can be used for template classification and filtering. |
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To enable templates for the tenant, select the templates from the list, and then click Enable. |