AI transcripts and summaries

VXT's AI transcripts and summaries allow you to focus on your clients instead of note taking.

“The main benefit for me is that I can actually use my time on the phone to focus on my clients — really understanding their needs and advising them properly. I don’t have to rush to take notes, and it helps me build relationships while also managing risk.”
Laura from Nest Legal

In this article, we’ll cover the steps to:

• Call recording and transcription
• View the call transcript and summary
• Turn off transcription
• Edit the summarization prompt

Call recording and transcription

Call recordings are required for transcription to work. By default, if you record a phone call, VXT will create an AI transcript and summary. Click here to learn more about call recording. If you want to record your calls without creating an AI transcript and summary, you can turn off transcription.

View the call transcript and summary

1. Open the phone page and select the relevant conversation.
   
   
2. Hover your cursor over the call, then choose transcription to see the call transcript and summary to view the summary.
   
   

Turn off transcription

Recorded calls are always transcribed by default. You can configure this setting through the following:

1. Locate admin at the bottom left corner of the screen.
   
   
2. Select configuration.
   
   
3. Click on AI.
   
   
4. Click on the allow transcribing calls menu and select allow, or never.
   
   
   1. Selecting Allow means that recordings will not be transcribed automatically but users on your team can transcribe & summarize a recording while viewing the recording from the Phone page.
   2. Selecting Always transcribe means that recordings will always be transcribed automatically after a recorded call.

1. 1. Selecting Never means that transcription and summarization will be disabled for everyone on your team i.e. no recordings can be transcribed or summarized. 

Edit the AI summarization prompt

To summarize a phone call transcript, VXT prompts a large language model with a summary prompt and the transcript. 

Only admins can customize the summarization prompt for their team. VXT will add functionality to allow unprivileged users to configure their own prompts in the future.

If you are an admin interested in updating the prompt for your team follow these instructions:

1. Go to admin.
   
   
2. Choose configuration.
   
   
3. Select AI.
   
   
4. Click edit.
   
   
5. Type your prompt into the text box to tell the AI how you'd like your calls summarized. You can keep it short or add more detail for a more tailored summary.
    
   
   1. To reuse a prompt you've saved before, just pick it from the History panel.
      
6. Hit save.