Call summary styles in Empower allow you to automate post-call documentation, capture essential conversation details, and tailor summary formats to your team's specific needs. In this guide, you’ll learn how to create summary styles, refine prompts and length settings, test your configuration on call logs, and assign them to your team.

Create, customize, and use call summary styles in Empower

1. Access AI customizations and choose a creation method

Navigate to your AI settings in Empower to initiate a new summary style using one of three creation options.

1. Click on AI customizations in the left sidebar to open your AI settings.
2. Select Summary to view and manage your summary styles.
3. Check the actives and disabled summaries.
4. Click on Create to start a new summary style.

5. Choose your preferred creation method:
   • Create a summary with the AI agent: Answer simple chat questions to generate your summary automatically.

• Create a summary from a template: Select an available prompt template and add relevant keywords.

• Create the summary manually: Write a custom prompt specifying your instructions, expected content, and desired layout (e.g., bullet points). If you choose manual creation, you can refine your prompt with the help of the AI assistant to achieve a more accurate result.

2. Set summary length and customize prompt settings

Define the depth of your summaries and fine-tune prompt formatting.

Review or edit your prompt instructions to ensure expected content and formatting are clearly specified Select your desired summary length: Short Medium Long

3. Test your summary style on call logs

Validate your summary configuration using actual call logs or AI-generated sample calls before deploying it.

1. Click on the Test icon to start a preview test.
2. Choose your testing source:
   • Select from call logs: Test using an actual recorded call from your history.
   • Select AI generated predefined call: Choose a pre-built sample call for a quick preview.
3. Select the Use case that matches your workflow (e.g., select Support calls for customer support).
4. Click on Generate preview.
5. Review the generated summary preview to verify performance and formatting.

4. Assign users, save changes, and apply summary styles

Assign your summary style to team members and select it when reviewing calls.

1. Search for and select the Users or Groups you want to assign to this summary style
2. Click on Save changes to apply your modifications.
3. After completing a call, select the most appropriate Summary style from your created list to view the summary.
4. Go to a call and choose a summary style to display.

🎉 You now know how to create, customize, test, and use summary styles in Empower and can streamline post-call documentation across your team!