AI Prompts

Settings | AI Prompts

AI Prompts can be created to perform an action using AI on the transcription of the call. These actions can be triggered in two ways:

1. Triggered manually by pressing the Generate Prompt button on the AI Prompts tab on the Call Details panel. When using this method, the response will be shown on the same panel.

2. Triggered on chat callback reminder, email callback reminder, or chat consult transfer creation. When using this method, the response will be displayed in the consult transfer chat or callback reminder.

If the AI Prompt is set to display on Call Details panel, the display order of the prompts can be changed. Select a shortcut from the list and use the up or down arrow to adjust its position.

Prompt

Option
Description

Display Name

This display name of the AI prompt.

Description

Optional description of the AI Prompt.

Prompt

This is the prompt that will be sent to AI.

Display on Call Details

Displays this prompt as an option on the AI Prompts tab on the Call Details panel

Include as Option for Callback Reminders

Displays this prompt as an option on the chat callback reminder, email callback reminder, and chat consult transfer templates as a placeholder.

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