Notetaker
Configure the AI notetaker that joins your meetings to record and summarize conversations. Set the bot’s name and avatar, choose how long recordings are retained, and manage phone recording numbers.Notetaker
Learn how the notetaker works and how to configure it
Project types
Define reusable project templates with milestones, task templates, outcomes, and form fields. Project types standardize workflows like client onboarding or annual reviews across your team.Project types
Create and manage project types
Engagement
Set review and touchpoint cadence goals for your clients. Choose a review strategy — rolling reviews on a set frequency, or surge reviews in specific months — and configure which interactions count as touchpoints.Engagement
Configure review and touchpoint cadences
Prompts
Customize the AI prompts that power meeting summaries, meeting preparation, meeting notes, meeting tasks, and household summaries. Create reusable prompt snippets that can be inserted directly into AI chat.Meeting AI prompts
Customize meeting summary, prep, notes, and task prompts
Prompts and snippets
Household summary prompt and reusable prompt snippets
Data customizations
The data customizations hub brings together templates, labels, tags, pipelines, and custom fields in one place. Go to Settings → Data customizations to manage all of these.Data customizations
Manage templates, labels, tags, pipelines, and custom fields
Document filler
Manage PDF form templates that can be auto-filled with client data. Enable or disable templates and configure where completed documents are stored.Document filler settings
Manage document filler templates and storage