Viewing and Naming Templates for AI-Powered Summaries

You can view a list of all uploaded templates. Additionally, you can configure a 'Custom Name' for each template, which is displayed to end users in Meeting Insights. This name should be clear and user-friendly, making it easy for users to recognize and identify the template.

The template 'Name' is only for the administrator, but is displayed to end users if you don't configure a 'Custom Name'.
The template 'Custom Name' must be unique.
To enable template-based AI-powered summaries per User Profile, see Enabling Template-based AI-Powered Summaries.
To view templates or change custom name:
1. In the Admin Settings menu pane, expand AI Settings, and then click Templates Library; a list of the installed templates are displayed:

2. To configure a name for the template:
a. Click the icon corresponding to the required template; the following dialog box appears:

b. In the 'Custom Name' field, type a name for the template.
c. Click Save.