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Customize Smart Call Summary Format

How do I generate call summary in the format that I want?

Written by Rafiki Customer Success Team

Customize Smart Call Summary Format

Customize the prompt that Rafiki AI uses to generate your Smart Call Summaries. By defining your own summary prompt, you control the format, sections, and detail level of every AI-generated summary.

How to Customize

  1. Log in to Rafiki AI and navigate to Settings > General.

  2. Click on Customize Prompts.

  3. Click Add New Prompt.

  4. Enter a prompt name and select Summary Prompt as the type.

  5. Write your prompt instructions, specifying the format and content you want in your summaries. For example:

    • Number and style of bullet points

    • Whether to include action items as a separate section

    • Level of detail for each topic

    • Whether to include timestamps for key moments

    • Sections to include (overview, key topics, objections, next steps, etc.)

  6. Click Save. Your custom prompt will be used for future summary generation.

Tips

  • Be specific about the structure you want (e.g., "Include a 3-sentence overview followed by bullet points for each topic").

  • Specify any sections that should always be included or excluded.

  • Contact our support team if you need help crafting your prompt.

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