Summary templates are used when you summarize meeting content in real time on the Realtime talk assist screen during a meeting. If you create templates in advance with items that your organization often uses in meetings, you can easily create summaries during meetings.

To learn how to create summaries using a template, see Create a summary during or after a meeting (Realtime talk assist).

Create templates

1. Access MiiTel Admin.
2. Click Copilot > Copilot Settings (Meeting) > the Summary tab.
3. Click Add.
4. Configure each item.

1Template name: Enter a name for the template.

2Prompt: Overall summary perspective: Enter the perspective, instructions, and other information that you want AI to consider when creating an overall summary.

3Section name: Enter the name of a section that makes up part of the summary.

4Prompt: Section perspective: Enter the perspective and instructions that you want AI to consider when creating a summary for each section.

1. Click Publish (Admins only) or Publish (Everyone) to publish the template. (If you click Publish (Admins only), it is shown only on the Realtime talk assist screen for users with administrator privileges.)

Edit templates

1. Access MiiTel Admin.
2. Click Copilot > Copilot Settings (Meeting) > the Summary tab.
3. Click ︙> Edit for the template that you want to edit.
4. After editing, click Save.

Duplicate templates

1. Access MiiTel Admin.
2. Click Copilot > Copilot Settings (Meeting) > the Summary tab.
3. Click ︙> Duplicate for the template that you want to duplicate.
4. After editing, click Save.

Delete templates

1. Access MiiTel Admin.
2. Click Copilot > Copilot Settings (Meeting) > the Summary tab.
3. Click ︙> Delete for the template that you want to delete.
4. In the confirmation dialog, click Delete.

Change template visibility

1. Access MiiTel Admin.
2. Click Copilot > Copilot Settings (Meeting) > the Summary tab.
3. Click ︙ for the template whose visibility you want to change.
4. Click Publish (Admins only) or Publish (Everyone).