Manage Call Summary Templates

This topic describes how to manage call summary templates.

View a call summary template

  1. Log in to NovoOne Tenant portal, go to AI > Transcription > Summary Templates.
  2. Click beside the desired preset template.
  3. In the right panel, view the details of the template.

Edit a call summary template

Note: Only custom templates can be edited.
  1. Log in to NovoOne Tenant portal, go to AI > Transcription > Summary Templates.
  2. Click beside the desired custom template.
  3. In the right panel, edit the template settings as needed, then click Save.

Delete a call summary template

Note: Only custom templates can be deleted.
  1. Log in to NovoOne Tenant portal, go to AI > Transcription > Summary Templates.
  2. Click beside the desired template.
  3. In the pop-up window, click OK.