> ## 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.

# Customizing meeting AI

> Configure the notetaker bot and customize AI prompts for meeting prep, notes, and tasks.

Slant lets you configure how the [notetaker](/activity/meetings/notetaker) behaves and customize the AI prompts that generate meeting content. All meeting AI settings are in the **Customization** section of **Settings**.

## 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.

### 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.

### 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.

  <Note>
    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.
  </Note>
* **Allowed inbound phone numbers** — add phone numbers that are authorized to record calls to **(888) 565-3692**. See [phone call meetings](/activity/meetings/creating-and-recording-meetings#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](/activity/meetings/notetaker#turn-off-the-notetaker-for-a-specific-meeting).

## 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. Admins can add custom meeting types from **Settings** → **Data customizations** → **Meeting types**.

### Require task approval

Enable the **Require task approval before creation** checkbox at the top of the meeting prompts page to review AI-generated [tasks](/activity/tasks/overview) 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

<Steps>
  <Step title="Open meeting prompts">
    Go to **Settings** → **Prompts** → **Meeting prompts**.
  </Step>

  <Step title="Select the book you want to customize prompts for" />

  <Step title="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.
  </Step>

  <Step title="Click Save">
    Click **Save** next to the section you edited. The new prompt applies to all future meetings of the selected type.
  </Step>
</Steps>

<Note>
  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](/activity/meetings/meeting-review).
</Note>

## FAQ

<AccordionGroup>
  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="What's the difference between company and book notetaker settings?">
    Company settings apply as defaults across all books. Book-level settings override the company defaults for that specific book. For example, you could set a company-wide notetaker name but override it for a specific book.
  </Accordion>
</AccordionGroup>

## Next steps

<CardGroup cols={2}>
  <Card title="Notetaker" icon="robot" href="/activity/meetings/notetaker">
    Learn how the notetaker records your meetings
  </Card>

  <Card title="Meeting review" icon="file-lines" href="/activity/meetings/meeting-review">
    Review and edit AI-generated meeting content
  </Card>
</CardGroup>