Customizing meeting AI

Slant lets you configure how the notetaker behaves and customize the AI prompts that generate meeting content. All meeting AI settings are in the Customization section of Settings.

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Notetaker settings

Go to Settings → Notetaker to configure the notetaker bot. Settings are split into two tabs: Company (defaults for all books) and your specific book.

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Company-level settings

These settings apply as defaults across all books in your company:

• Default bot participant name — the name the notetaker displays when it joins a meeting (e.g., “Slant Notetaker” or your firm’s name)
• Default bot participant avatar — upload a JPEG image that appears as the notetaker’s profile picture in meetings. Recommended 16:9 ratio, max 10 MB. The image is resized to 640x360 pixels.
• Recording announcement — toggle on to have the notetaker play an audible announcement that the meeting is being recorded when it joins. Useful for firms or jurisdictions that require recording consent. The announcement applies to Slant’s online-meeting notetaker bots and is not editable.

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Book-level settings

Select your book’s tab to configure settings specific to that book. Book-level settings override company defaults.

• Notetaker status — toggle the notetaker on or off for this book. When off, the notetaker won’t join any meetings in this book.
• Bot participant name — override the company-level name for this book
• Bot participant avatar — override the company-level avatar for this book
• Recording retention — control how long recordings are kept:
  • Keep forever — recordings are never automatically deleted
  • Delete after specific time — recordings are deleted after a set period
  • Delete after meeting notes are created — recordings are deleted once AI has finished generating notes. The AI summary and meeting notes are kept, so the meeting stays on the Processed tab after the recording and transcript are removed.
  A broker-dealer or company policy can lock recording retention for compliance reasons. When locked, the Recording retention options are disabled and read-only for advisors, and a message such as “Recording retention is locked for this company.” or “Locked by {name} broker dealer settings.” appears below the setting.
• Allowed inbound phone numbers — add phone numbers that are authorized to record calls to (888) 565-3692. See phone call meetings for details.
• Skip recurring meetings — toggle on to prevent the notetaker from joining recurring calendar events. You can still send the notetaker to individual meetings manually from the meetings page.

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Meeting prompts

Go to Settings → Prompts → Meeting prompts to customize the AI prompts that generate meeting content. You can tailor each prompt to match how you want your meeting output to look. The page has three prompt sections:

• Meeting preparation — controls the pre-meeting brief generated for upcoming meetings
• Meeting notes — controls the detailed structured notes generated from the transcript
• Meeting tasks — controls how follow-up tasks are extracted from the conversation

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Customize prompts per meeting type

Each prompt section includes a Meeting type selector. Set it to Universal to apply the prompt to all meeting types, or select any active meeting type to create tailored prompt guidance for that type. Admins can add custom meeting types from Settings → Data customizations → Meeting types.

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Require task approval

Enable the Require task approval before creation checkbox at the top of the meeting prompts page to review AI-generated tasks before they appear in your task list. When enabled, tasks from meetings go to a pending state where you can accept or reject each one.

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Edit a prompt

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FAQ

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Next steps