> ## Documentation Index
> Fetch the complete documentation index at: https://docs.slant.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Customization overview

> Configure how Slant works for your practice — templates, labels, engagement rules, AI prompts, and more.

The **Customization** section in **Settings** lets you tailor Slant to match your practice's workflows. You can define templates, configure AI behavior, set engagement goals, and organize records with labels and tags.

To access customization settings, click **Settings** in the sidebar, then look under the **Customization** heading.

## 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.

<Card title="Notetaker" icon="headphones" href="/activity/meetings/notetaker">
  Learn how the notetaker works and how to configure it
</Card>

## 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.

<Card title="Project types" icon="folder-kanban" href="/activity/projects/project-types">
  Create and manage project types
</Card>

## 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.

<Card title="Engagement" icon="heart-handshake" href="/account-settings/customization/engagement">
  Configure review and touchpoint cadences
</Card>

## 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](/records/households/chat).

<CardGroup cols={2}>
  <Card title="Meeting AI prompts" icon="message-square-text" href="/activity/meetings/customizing-meeting-ai">
    Customize meeting summary, prep, notes, and task prompts
  </Card>

  <Card title="Prompts and snippets" icon="file-text" href="/account-settings/customization/prompts">
    Household summary prompt and reusable prompt snippets
  </Card>
</CardGroup>

## Data customizations

The data customizations hub brings together templates, pipelines, meeting types, custom fields, and workflow settings in one place. Go to **Settings** → **Data customizations** to manage all of these.

<Card title="Data customizations" icon="database" href="/account-settings/customization/data-customizations">
  Manage templates, pipelines, meeting types, custom fields, and workflow settings
</Card>

## Tags & labels

Create company-wide tags and labels for organizing records. Go to **Settings** → **Tags & labels** to switch between object tabs and manage each list.

<Card title="Tags & labels" icon="tags" href="/account-settings/customization/labels-and-tags">
  Manage tags and labels for organizing records
</Card>

## 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.

<Card title="Document filler settings" href="/records/households/document-filler/settings">
  Manage document filler templates and storage
</Card>