Create questions and consultation contents (prompts) to ask MiiTel Synapse Copilot (Generative AI) about call and meeting history.
The created questions (prompts) will be displayed on the Ask Copilot and Chat with Copilot screens, allowing you to ask questions easily with one click. Additionally, you can create and save questions tailored to your business needs, allowing you to standardize frequently used questions and the quality of question content, improving operational efficiency.
You can also configure the display order on the screen and the publication target.
NOTE
- If you want to consult with Copilot during a call and after the call ends, please refer to Ask Copilot (Generative AI) questions during and after MiiTel Phone calls.
- If you want to consult with Copilot about individual call history and meeting history, please refer to Consult with Copilot (Generative AI) to confirm next actions from call and meeting content.
- If you want to consult with Copilot about multiple call histories, please refer to Ask and consult with AI about multiple calls collectively (Chat with Copilot).
- If you want to consult with Copilot about multiple meeting histories, please refer to Ask and consult with AI about multiple meetings collectively (Chat with Copilot).
- Questions (choices) for multiple meeting histories cannot currently be edited, duplicated, or deleted.
Table of Contents
Access the settings screen
Questions (choices) are configured for each Ask Copilot and Chat with Copilot screen to display.
Access each settings screen.
- Call History: Configure questions to display on the Copilot screen for individual or multiple call histories
- Real-time Talk Assist: Configure questions to display on the Copilot screen during calls and immediately after call ends
- Meeting History: Configure questions to display on the Copilot screen for individual or multiple meeting histories
Create questions (prompts)
Create questions (prompts) to display on the Ask Copilot and Chat with Copilot screens.
Created questions (prompts) will be displayed on the screen in list order. To change the order, please refer to Reorder questions.
- Access the settings screen.
- Click Add.
- Enter the Option name and instructions.
- If you want to save without publishing, click Save Draft; if you want to publish only to administrators, click Publish (admins only); if you want to publish to everyone, click Public (all users).
NOTE
- Prompts can contain up to 50,000 tokens.
- Created questions (prompts) will be added to the end of the list.
- Questions displayed by default on the Ask Copilot and hat with Copilot screens will show "Default" in the Option name.
Reorder questions
Questions (prompts) are displayed on the Ask Copilot and Chat with Copilot screens in list order.
Change the display order by changing the list order.
- Access the settings screen.
- Drag and drop the left side of the question (Option name)
.
- When reordering is complete, "Order updated" will be displayed at the top right of the screen.
Publish or unpublish questions
Configure whether to display created questions (prompts) on the Ask Copilot and Chat with Copilot screens.
- Access the settings screen.
- Click the right side of the question (Option name)
.
- Click Private, Public (admins only), or Public (all users).
- When the update is complete, "Status changed to **" will be displayed at the top right of the screen.
Edit questions
- Access the settings screen.
- Click the right side of the question (Option name)
.
- Click Edit.
- Edit the choice name and prompt content.
- Click Save.
NOTE
- Questions (choices) for multiple meeting histories cannot currently be edited.
Duplicate questions
- Access the settings screen.
- Click the right side of the question (Option name)
.
- Click Duplicate.
- Edit the Option name and Instructions.
- If you want to save without publishing, click Save Draft; if you want to publish only to administrators, click Public (admins only); if you want to publish to everyone, click Public (all users).
NOTE
- Questions (choices) for multiple meeting histories cannot currently be duplicated.
Delete questions
- Access the settings screen.
- Click the right side of the question (Option name)
.
- Confirm the Option name and instructions to delete, and click Delete.
NOTE
- Questions (choices) for multiple meeting histories cannot currently be deleted.