How do I customize my meeting summaries?

Last updated: February 10, 2026

Answer

Go to Settings > AI customization > Conversation summaries to toggle individual summary sections on or off for each meeting type.

Steps

  1. Click Settings in the left sidebar
  2. Click AI customization
  3. Under Conversation summaries, click on a meeting type to expand it:
    • Self dictation meeting (4 sections)
    • General client meeting (12 sections)
    • Intro meeting (11 sections)
  4. Toggle individual sections on or off using the switches

Available summary sections

Depending on meeting type, sections include: Quick summary, Bio, Client talking points, Client financial facts, Life events, Financial goals, Insurance coverage, Decisions made, Action items, Meeting overview, General discussion, and Future meetings.

Good to know

  • Changes apply to all future conversations of that meeting type. Existing conversations are not affected.
  • If a section isn't relevant to your practice (e.g., "Insurance coverage"), toggle it off to keep summaries focused.

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