AI transcripts and summaries

“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. Click the call you'd like to view.
   
   
   
   
3. Select the summary tab to view the call summary, or the transcript tab for the call recording and full transcription.
   

📝 Note: If you see a "not saved" icon next to a call in the call log, this only means the call wasn't saved to the integration shown. It doesn't necessarily mean the call itself wasn't saved or recorded.

Turn off transcription

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

1. Go to admin, at the bottom left corner of the screen.
   
   
2. Select configuration.
   
   
3. Click AI.
   
   
4. Open the allow transcribing calls dropdown and choose one of:
   
   
   1. Allow: recordings aren't transcribed automatically, but users on your team can manually transcribe and summarize a recording from the phone page.
   2. Always transcribe: recordings are automatically transcribed and summarized after every recorded call.
   3. Never: transcription and summarization are switched off for your whole team; no recordings can be transcribed or summarized.

Edit the AI summarization prompt

To summarize a call transcript, VXT sends a large language model a summary prompt and the transcript. Only admins can customize this prompt for their team.

If you are an admin and want to update 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. Keep it short and simple, 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.