---
title: AI transcripts and summaries
description: VXT uses AI to transcribe and summarize your phone calls.
---

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# AI transcripts and summaries

## Spend less time note-taking and more time with your clients

<iframe width="256" height="144.64" src="https://www.youtube.com/embed/8EWK3TCzi78?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen title="AI summaries and transcripts" style="position: absolute; top: 0px; left: 0px; width: 100%; height: 100%; border: none;"></iframe>

 

> “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](https://www.vxt.ai/testimonials/nest-legal)

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

- [Call recording and transcription](https://support.vxt.co.nz/transcription-and-summarization#record)
- [View the call transcript and summary](https://support.vxt.co.nz/transcription-and-summarization#Transcribe)
- [Turn off transcription](https://support.vxt.co.nz/transcription-and-summarization#off)
- [Edit the summarization prompt](https://support.vxt.co.nz/transcription-and-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](https://support.vxt.co.nz/call-recording?hsLang=en). If you want to record your calls without creating an AI transcript and summary, you can [turn off transcription](https://support.vxt.co.nz/transcription-and-summarization#off).

### View the call transcript and summary

1. Open the **phone** page and select the relevant conversation.
   
   ![Screenshot 2026-08-19 at 17.40.32](https://support.vxt.co.nz/hs-fs/hubfs/Screenshot%202026-08-19%20at%2017.40.32.png?width=644&height=336&name=Screenshot%202026-08-19%20at%2017.40.32.png)
2. Click the call you'd like to view.
   
   ![Screenshot 2026-08-19 at 17.41.03](https://support.vxt.co.nz/hs-fs/hubfs/Screenshot%202026-08-19%20at%2017.41.03.png?width=644&height=337&name=Screenshot%202026-08-19%20at%2017.41.03.png)
3. Select the **summary** tab to view the call summary, or the **transcript** tab for the call recording and full transcription.  
   ![Screenshot 2026-08-19 at 18.20.10](https://support.vxt.co.nz/hs-fs/hubfs/Screenshot%202026-08-19%20at%2018.20.10.png?width=644&height=334&name=Screenshot%202026-08-19%20at%2018.20.10.png)

📝 **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.
   
   ![](https://support.vxt.co.nz/hs-fs/hubfs/Screenshot%202025-08-02%20at%2000-18-00-png.png?width=670&height=419&name=Screenshot%202025-08-02%20at%2000-18-00-png.png)
2. Select **configuration**.
   
   ![](https://support.vxt.co.nz/hs-fs/hubfs/Screenshot%202025-08-02%20at%2000-19-01-png.png?width=670&height=419&name=Screenshot%202025-08-02%20at%2000-19-01-png.png)
3. Click **AI**.
   
   ![Screenshot 2026-08-01 at 04.17.42](https://support.vxt.co.nz/hs-fs/hubfs/Screenshot%202026-08-01%20at%2004.17.42.png?width=644&height=403&name=Screenshot%202026-08-01%20at%2004.17.42.png)
4. Open the **allow transcribing calls** dropdown and choose one of:
   
   ![Screenshot 2026-08-19 at 17.45.24](https://support.vxt.co.nz/hs-fs/hubfs/Screenshot%202026-08-19%20at%2017.45.24.png?width=644&height=335&name=Screenshot%202026-08-19%20at%2017.45.24.png) 
     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.

📝 Regardless of this setting, voicemail recordings are always automatically transcribed.

### 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.**
   
   **![](https://support.vxt.co.nz/hs-fs/hubfs/Screenshot%202025-08-02%20at%2000-18-00-png-1.png?width=670&height=419&name=Screenshot%202025-08-02%20at%2000-18-00-png-1.png)**
2. Choose **configuration.**
   
   **![](https://support.vxt.co.nz/hs-fs/hubfs/Screenshot%202025-08-02%20at%2000-19-01-png-1.png?width=670&height=419&name=Screenshot%202025-08-02%20at%2000-19-01-png-1.png)**
3. Select **AI.**
   
   **![Screenshot 2026-08-01 at 04.17.42](https://support.vxt.co.nz/hs-fs/hubfs/Screenshot%202026-08-01%20at%2004.17.42.png?width=644&height=403&name=Screenshot%202026-08-01%20at%2004.17.42.png)**
4. Click **edit.**
   
   ![Screenshot 2026-08-01 at 04.20.56](https://support.vxt.co.nz/hs-fs/hubfs/Screenshot%202026-08-01%20at%2004.20.56.png?width=644&height=403&name=Screenshot%202026-08-01%20at%2004.20.56.png)
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.  
    ![Screenshot 2026-08-01 at 04.23.04](https://support.vxt.co.nz/hs-fs/hubfs/Screenshot%202026-08-01%20at%2004.23.04.png?width=670&height=419&name=Screenshot%202026-08-01%20at%2004.23.04.png)  
     1. To reuse a prompt you've saved before, just pick it from the **History** panel.  
        ![Screenshot 2026-08-01 at 04.25.19](https://support.vxt.co.nz/hs-fs/hubfs/Screenshot%202026-08-01%20at%2004.25.19.png?width=670&height=419&name=Screenshot%202026-08-01%20at%2004.25.19.png)
6. Hit **save**.  
   ![Screenshot 2026-08-01 at 04.26.22](https://support.vxt.co.nz/hs-fs/hubfs/Screenshot%202026-08-01%20at%2004.26.22.png?width=670&height=419&name=Screenshot%202026-08-01%20at%2004.26.22.png)

 

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