Notetaker settings
Go to Settings → Notetaker to configure the notetaker bot. The Company tab requires Manage notetaker settings permission and configures company defaults. Book tabs configure settings for books you can access.Inherit, prefer, or enforce settings
Each policy row shows where its current value comes from. On the Company tab, choose Inherit to use the parent policy, Prefer to set a default that books can override, or Enforce to prevent book overrides. Click View inheritance to inspect the source. On a book tab, choose Inherit or Set here for available settings. Settings enforced by your company or broker dealer are locked.Company-level settings
The Company tab includes these policy controls:Changes to Transcript visibility and Recording retention apply to newly captured meetings. Existing transcripts and recordings keep their previous settings.
Book-level settings
Select your book’s tab to configure Automatic attendance, Recurring meetings, Email transcript to advisor, and Recording retention, subject to inherited locks. Under Bot and phone, customize the Bot participant name and Bot participant avatar, and add Allowed inbound phone numbers for phone call meetings.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
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. Any user can add custom meeting types from Settings → Data customizations → Meeting types. Editing locked default types requires Manage shared templates and prompts permission.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.Edit a prompt
1
Open meeting prompts
Go to Settings → Prompts → Meeting prompts.
2
Select the book you want to customize prompts for
3
Edit the prompt text
Modify the prompt text in any of the three sections. The prompt tells the AI what to prioritize, what tone to use, and how to structure the output.
4
Click Save
Click Save next to the section you edited. The new prompt applies to all future meetings of the selected type.
Prompt changes only affect future meetings. Existing AI-generated content is not regenerated automatically. To apply new prompts to a past meeting, regenerate the content from the meeting detail page.
FAQ
Do prompt changes apply to all books?
Do prompt changes apply to all books?
No. Prompts are configured per book. Select the book you want to customize from the book selector at the top of the meeting prompts page.
Can I reset a prompt to the default?
Can I reset a prompt to the default?
Yes. Click the Reset to default button below the prompt editor. This button appears once you’ve customized a prompt. You can also click View history to see all previous versions of the prompt with timestamps and who made each change.
What's the difference between company and book notetaker settings?
What's the difference between company and book notetaker settings?
Company settings apply as defaults across all books. Books can override company preferences for available settings. Enforced settings remain locked. For example, you could set a company-wide notetaker name but override it for a specific book.
Next steps
Notetaker
Learn how the notetaker records your meetings
Meeting review
Review and edit AI-generated meeting content