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This guide covers how to transcribe and summarize calls in VXT, enable transcription settings, and customize summarization prompts.
In this article, we’ll cover:
When a call is recorded, you have the option to transcribe that call and summarize the recording afterward.
📣 As of February 16, 2025, AI transcripts and summaries are free and turned on by default for new users.
Steps to transcribe your call
- Select the conversation
- Click on the inbox icon in the upper left-hand corner of your screen to view your list of conversations.
- Go to your conversation history
- Open VXT and navigate to your conversation history with the person you just spoke with or the conversation you want to transcribe.
- Find the call to transcribe
- Locate the call you want to transcribe in the conversation history. Hover over the call recording to reveal additional options.
- Once you hover over, you can see an option for transcription and summarization.
- Click on transcription
- Click the “Transcription” option to automatically convert the call recording into text.
- Click the “Transcription” option to automatically convert the call recording into text.
Steps to summarize your call
- Find the call to summarize
- In the same conversation history, hover over the call recording you want to summarize.
- In the same conversation history, hover over the call recording you want to summarize.
- Click on summary
- Click the “Summary” option to receive a brief summary of the call’s content.
- Click the “Summary” option to receive a brief summary of the call’s content.
How to edit the prompt used for summarization
Admins can customize the summarization prompt to better suit their needs:
- Go to the Admin panel
- Navigate to Admin -> Configuration -> Transcription.
- Edit the prompt for summarization
- Here, you can modify the prompt to guide the summarization process.
Example prompts include:
- "Generate a short, sharp summary of this call. Don't leave any key details out."
- "Summarize the main points discussed in this call in a concise and clear format."
- "Provide a bullet-point summary of the key topics and decisions made in this call."
- "Create a 2-3 sentence summary highlighting the most important information from this call."
- Here, you can modify the prompt to guide the summarization process.
Following these steps will help you easily transcribe and summarize your calls in VXT. If you have any further questions or need additional help, feel free to reach out to support.