Contents
- How to Apply Templates
- How to Favorite Templates
- How to Create Custom Templates
- How to Adjust Summary Results
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How to Use AI Chat for In-depth Queries
- How to Export and Share AI Notes
How to Use Templates to Generate Summaries
How to Apply Templates
1. Access the Transcript: Navigate to the completed transcription record and locate the AI Notes section on the left.
2. Select a Template: Select a template from the AI Notes area. Click See All templates or the [Template library] icon for additional options. You can also press the space bar to access a list of templates.
3. Set your AI Notes language: The first time you use AI Notes feature, a pop-up will guide you through the setup process. Follow the instructions to select your preferred language.
If you need to change it later, go to Settings > Preferences by clicking your profile image. Once updated, all AI Notes will be generated in the selected language.
4. Generate Summary: The AI will automatically generate a summary based on the selected template. You can choose from various templates like "General" to fit your specific needs.
How to Favorite Templates
1. Explore Templates: Access the Template Library to explore a variety of AI templates.
2. Favorite a Template: Click the [⭐︎] icon on the template you prefer to add it to "My favorites" for quicker future access.
3. Use Favorited Templates: Apply templates directly from your favorites, accessible by pressing the space bar in the AI Notes area.
How to Create Custom Templates
1. Access Custom Templates: In the Template Library, choose Workspace for shared templates or Private for personal use. Click Create a new template.
2. Create a New Template: Enter a name for your template and add necessary Prompts.
3. Edit and Optimize: After entering your Prompt details, save directly or click Optimize before saving to refine the content.
How to Manage AI Summaries
How to Adjust Summary Results
1. Regenerate or Delete Blocks: If the result is unsatisfactory, you can choose to regenerate or delete specific blocks.
2. Rearrange Blocks: Drag and drop blocks to rearrange their order as needed.
3. Edit Blocks: Click inside any block to edit the text or add new content by typing, clicking [+], or using “/” to access additional commands.
How to Use AI Chat for In-depth Queries
Initiate AI Chat: Press space in an empty block to prompt the AI for specific questions about the transcription, such as detailed opinions or statements.
Receive AI Responses: Responses from the AI will be integrated as new blocks within the AI Notes section.
How to Export and Share AI Notes
Copy Instantly: Click the Copy button in the AI Notes area to copy all text immediately.
Download Locally: Click Download and choose AI Notes to be included in your download from the details page of the transcription record.
Export to Platforms: Export your AI Notes to third-party platforms like Notion, Slack, Salesforce, Hubspot, and Google Drive for further use and sharing.